TEST SLIDE FOR WEBINAR - Nucleus Wealth...2018/05/01 · TEST SLIDE FOR WEBINAR Author Tim Fuller...
Transcript of TEST SLIDE FOR WEBINAR - Nucleus Wealth...2018/05/01 · TEST SLIDE FOR WEBINAR Author Tim Fuller...
Nucleus Wealth is a Corporate Authorised Representative of Integrity Private Wealth AFSL 436298
Nucleus Insights : Housing, Australia’s favourite boom
Agenda
1. Market Structure (historical)
2. Current cycle
3. Lending Standards
4. Policy responses
5. Investment implications
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Australian
Housing
Is this the peak?
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Prices vs.
Rents
A Tale of 2 cities
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Australian
Housing stock
ANZ wins fools gold
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Australian
Debt
Debt ballooning
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Young
owners
The end of
the dream?
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Rental Prices
Rental yields falling
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Current Cycle
Falling finance,
falling prices?
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Current Cycle
Grim prospects
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Current Cycle
Clearance rates
looking ominous
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Lending
Standards
Dodgy as hell
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Dodgy Expenses
Lending
Standards
Dodgy as hell
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Dodgy Income
Lending
Standards
Dodgy as hell
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Dodgy Leverage
Lending
Standards
Dodgy as hell
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Population
An inflexion to
where?
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
Policy
Responses
Guvmint to the rescue?
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
• Monetary Policy
• Macroprudential
• Fiscal Policy
• Tax Policy
Investment
Impacts
Where we look
Leith Van Onselen
David Llewellyn Smith
Tim Fuller
Damien Klassen
• Banks
• Property developers
• Retailers
• Internationally exposed
industrials
Investing with Nucleus
Wealth
Investing with Nucleus
Wealth
Investing with Nucleus
Wealth
• Complete investment solution
• 19 individual ethical screens
• Experienced investment managers
• Completely transparent
• Lower fees as we get rid of the multiple layers of middle-men between you and your money
• Tax effective
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