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.
A recent survey has made some interesting findings on whether Australians seek financial advice and how that advice is valued.
Apr 11 2017
There are various regulatory considerations regarding an SMSF investing in gold, jewellery or coins.
Apr 04 2017
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
Nov 15 2016
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.
Oct 27 2016
Which investment strategy has proven to provide the best risk/reward balance for the income-seeking investor over time? You may be surprised.
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.
Apr 12 2017 - Australia
Mar 28 2017 - Weekly Reports
Apr 11 2017 - Weekly Reports
Apr 03 2017 - Small Caps
Mar 30 2017 - Australia
Apr 05 2017 - Rudi's View