SMS Fundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.
SMSFundamentals: An Alternative For The Capped-Out
Superannuation accumulators now “capped-out” by new regulations should consider imputation bonds as an alternative investment, Austock suggests.
Dec 15 2016
SMSFundamentals: When Should You Open Your Own SMSF?
Andrew Zbik of Omniwealth notes self-managed super funds are not for everybody.
Nov 30 2016
SMSFundamentals: How To Help Your Children Buy A Home
With ten years to retirement, can you children be detrimental to your own retirement? Three ways to help your children and not have a detrimental impact on your retirement plans.
Nov 15 2016
SMSFundamentals: Yield Or Growth?
Which investment strategy has proven to provide the best risk/reward balance for the income-seeking investor over time? You may be surprised.
Oct 27 2016
Sep 19 2016
Do investors believe financial advice is actually worth the cost? A survey conducted by State Street Global Advisors has produced some interesting results.
Sep 08 2016
Brian Hor of SUPERCentral outlines the realities of helping out your children in today’s unaffordable property market.
Dec 07 2015
CommSec finds SMSF trustees are not the sort of set-and-forget, long term traders one would assume they might be.
May 18 2015
Super investors and their client advisers are becoming increasingly drawn towards the benefits of investment in Separately Managed Accounts, offering portfolios tailored by investment professionals.
Sep 19 2014
Investment advisor Crowe Horwath lists its ten primary themes for investing for the future from 2014.
Jun 26 2014
Traditional near-retirement investors are falling as a proportion of SMSF trustees as a younger demographic seeks to control its own investment destiny, CoreData has found.
May 05 2014
A Legg Mason survey has found a “reality” gap between the level of return Australian retirement investors expect and what they are achieving, with property investment suggesting the greatest delusion.
Apr 03 2014
Conservative investors have stepped up their share market investments while risk-tolerant investors have backed off into 2014. ETF sponsors have launched more products to suit the conservative approach for ease of portfolio management.
Mar 06 2014
Very few Australians in general believe they will have enough money at retirement. Retired SMSFs by contrast are quite happy with the level of their retirement income. Advice is important.
Jan 15 2014
Australian-listed ETFs grew at a record rate in 2013 to mark a record value of investment, with offshore funds proving the most popular.
2:03 PM - Small Caps
12:18 PM - Australia
11:18 AM - Weekly Reports
10:29 AM - Technicals
10:23 AM - Weekly Reports
Mar 15 2017 - Rudi's View
Mar 07 2017 - Weekly Reports
Mar 14 2017 - Weekly Reports
Feb 28 2017 - Weekly Reports
Mar 01 2017 - Rudi's View
Mar 07 2017 - Commodities