Powered by momentummedia
nestegg logo
Powered by momentummedia
nestegg logo
nestegg logo

Retirement

SMSFs a ‘holy grail’ for infrastructure investment

By Staff Reporter · February 20 2014
Reading:
egg
egg
egg

Retirement

SMSFs a ‘holy grail’ for infrastructure investment

By Staff Reporter
February 20 2014
Reading:
egg
egg
egg

SMSFs a ‘holy grail’ for infrastructure investment

author image
By Staff Reporter · February 20 2014
Reading:
egg
egg
egg

SMSFs can increasingly gain exposure to infrastructure in order to combat the “competitive advantage” of industry funds according to Vanguard.

 

Speaking at the SMSF Professionals Association of Australia (SPAA) national conference in Brisbane yesterday, Vanguard Investments head of strategy and communications Robin Bowerman, who is also a SPAA board member, said the SMSF industry is increasingly interested in the infrastructure asset class.

“Infrastructure is an important topic around the SPAA board table because ... superannuation funds, particularly industry funds, use [investment in infrastructure] as a competitive advantage,” Mr Bowerman said.

Addressing the topic ‘Is infrastructure a holy grail for SMSFs?, AMP Capital head of infrastructure, Australia and New Zealand, Paul Foster said the opposite might be more accurate.

“Perhaps the better question is, ‘Are SMSFs the holy grail for infrastructure?’” Mr Foster said. “SMSF is a large and growing pool of capital [and] very suited to infrastructure investment; AMP Capital is looking to help SMSF investors get access [to that asset class].”

Mr Foster said that when SMSF investors are looking to gain portfolio exposure to infrastructure, it is important to be aware that infrastructure “is not a homogenous asset class”.

He also pointed out that there are a number of options for investing in infrastructure, including listed and unlisted funds.

AMP Capital’s approach to SMSF investment in infrastructure is a “best of both worlds” philosophy whereby you “combine both listed and unlisted exposure”, Mr Foster said.

“We think this is an interesting way for SMSF and individual investors to gain access”, despite having smaller investible funds than institutional investors.”

SMSFs a ‘holy grail’ for infrastructure investment
default
nestegg logo
Advertisement

Forward this article to a friend. Follow us on Linkedin. Join us on Facebook. Find us on Twitter for the latest updates
Rate the article

Join the nestegg community

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy

Join The Nest Egg community

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy

more on this topic

Drawing down an SMSF pension

Drawing down an SMSF pension? It’s time for plan B

Patience urged on non-concessional contribution

Patience urged on non-concessional contribution

New advocacy outlet for SMSF members

New advocacy outlet for SMSF members

simple way SMSF investors can get ahead

The simple way SMSF investors can get ahead

Rent relief

Rent relief: The 7 steps SMSFs must take

Active v passive investing SMSFs

Active v passive investing SMSFs Q&A

most viewed

superannuation

Superannuation

Is now an ideal time to top up your superannuation?

10 jobs to emerge

Salary

10 jobs to emerge even stronger from COVID-19

home renovations

Economy

PM to give grants for home renovations

WA headed for recession

Economy

WA headed for recession

Listen to

Robo tech ETFs

What the heck is with robots and tech - ETFs explained

More podcasts

bryan ashenden david stratford super spot superannuation

Find super’s sweet spot

more on this topic

From the web

Recommended by Spike Native Network

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.