Tag: asset allocation

BRISBANE, Australia, June 19, 2026 (GLOBE NEWSWIRE) -- Wholesale Capital Advisors today announced the launch of its investment advisory firm, introducing a global approach to investment strategy designed to help wholesale and sophisticated investors navigate increasingly complex financial markets.

Sydney, Australia, June 17, 2026 (GLOBE NEWSWIRE) -- Australian superannuation regulations require self-managed super funds to maintain a documented investment strategy that covers asset allocation, liquidity, diversification, and both income and capital objectives. The Australian Taxation Office mandates that the strategy be reviewed at least annually. For trustees building that strategy around delivering monthly income, the income side of the portfolio will be reviewed closely. The latest ATO data shows the SMSF sector now holds A$1.06 trillion in assets across 663,867 funds, with cash and term deposit allocations falling to 16.3% of holdings, a record low, as trustees look beyond traditional cash products. To learn mroe visit https://termplus.com.au/term-account-smsf/

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Vantage Acquisition Anchors HHH’s Transformation into a Diversified Holding Company

Sydney, Australia, June 02, 2026 (GLOBE NEWSWIRE) -- With the Reserve Bank of Australia cash rate at 4.35% and annual inflation running at 4.6% in the year to March 2026, self-managed super fund trustees are under pressure to find income that keeps pace with the rising cost of living. Australian Taxation Office data shows SMSF allocations to cash and deposit products have fallen to 16.3% of sector holdings, a record low, as trustees look beyond traditional cash products for the income side of the portfolio. One category drawing attention is fixed-term investment accounts underpinned by global private credit, an asset class that has reached US$3.5 trillion globally, according to the Alternative Credit Council's Financing the Economy 2025 report, and has been one of the fastest-growing asset classes in the world over the last 15+ years. To learn mroe visit https://termplus.com.au/term-account-smsf/