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.
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.
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.
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.
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.
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.
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.
12:43 PM - Weekly Reports
12:17 PM - Australia
10:56 AM - Australia
10:26 AM - Technicals
10:01 AM - Weekly Reports
Jun 08 2018 - Commodities
May 30 2018 - Commodities
Jun 15 2018 - FYI
May 30 2018 - FYI
May 31 2018 - Rudi's View
Jun 13 2018 - Weekly Reports