SMSFundamentals 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.

Previous Stories

SMSFundamentals: The Alarming Truth Regarding Investment Property

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.

SMSFundamentals: Investors Become Conservative After 2013 Rally

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.

SMSFundamentals: SMSFs Winning Battle Against Retirement Savings Fear

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.

SMSFundamentals: ETFs The Go-To Investment In 2013

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.

SMSFundamentals: Direct Property In Demand As Investors Refocus Portfolios

Oct 24 2013

As Charter Hall closes its second direct industrial property fund more than a year ahead of schedule, AMP surveys fresh global fund manager investment preferences.

SMSFundamentals: Risk, Wealth Sentiment And Wellbeing

Oct 23 2013

ABS stats show super fund managers are moving away from cash and into risk assets while surveys from MLC and NAB on wealth sentiment and wellbeing find Australians concerned they do not have enough money saved for retirement.

SMSFundamentals: Shares Still Best Long-Term Performer

Aug 12 2013

The latest ASX-Russell Investments Long-Term Investing Report demonstrates that equities have still performed better than other asset classes over ten and twenty years but suggests that from here on, diversification will be key.

SMSFundamentals: Financial Advisers Add Diversity

Jun 06 2013

A survey of SMSFs by CoreData finds trustees accessing financial advice are more knowledgeable and have more diversified portfolio allocations than those going it alone, as we shift into a new climate for retirement investment.

SMSFundamentals: Growth And Yield In Direct Industrial Property Investment

Apr 05 2013

Where will SMSFs put their money once term deposits lose their appeal and defensive high-yield stocks run out of puff? Direct property investment funds have a track record of stable returns on attractive yields.

SMSFundamentals: New High Yield Issues From Westpac And NAB

Feb 19 2013

Westpac and NAB will both issue high-yield hybrid securities next month. Investors need to be fully aware of how they stack up against other opportunities.