“You like to have at least 10% liquidity within the fund to make sure this all functions really nicely.”
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What was described
advise keeping at least 10% of an SMSF’s assets in liquid form
10% liquidity
Said nearby on the same subject
“If I'm going to buy this asset in a company structure or my own name or an SMSF ... here's how it looks. Here's the pros and cons in terms of how much pie I keep, but also the cashflow implications”
“You still can hold commercial property within your SMSF and attach an LRBA. So what that means is essentially the SMSFs can still get a loan to purchase a commercial real estate asset within that fund.”
“Bedrock of what we did as a generalist was that every investment opportunity was evaluated in its cleanest forms, which was what's its equity beta, what's the liquidity and what's the cost of that and what's its leverage.”
CM
Columbia Investment Management generalist team
Capital Allocators - Inside the Institutional Investment Industry ·