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.
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.
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.
Sep 21 2018 - Commodities
Aug 28 2018 - Australia
Sep 11 2018 - Weekly Reports
Sep 13 2018 - Rudi's View
Sep 05 2018 - FYI
Sep 11 2018 - FYI