Insights

There are a lot of myths surrounding SMSFs so we look at the real data from the ATO to find what the truth about SMSF investment.

Here you will find information that will help you understand the requirements when contributing to your SMSF.

Although much has changed this year, your self managed super fund (SMSF) must still follow all the rules that relate to it. Our EOFY SMSF checklist will help you meet your SMSF obligations.

Why is diversification so important to self managed superannuation fund investing? What steps can be taken to build a diverse SMSF investment portfolio?

Learn about managed accounts and whether to include one in your SMSF.

When you have an SMSF, you may need to consider whether you want to continue to maintain your SMSF in retirement and how your Trust Deed is set.

We take a look at what’s involved and what you need to consider when it comes to having the right investments strategy for SMSFs.

Nothing affects your long-term returns more than structuring your portfolio with the right mix of assets. We share advice on how to do it the right way.

Investors are shifting from only looking at short-term returns to a broader focus on long-term value creation, including the impact a company is having on those around them. We explore sustainable investing in more detail.

Research continues to show that a diverse and inclusive workforce affects a company’s bottom-line. We examine the opportunities and why companies like BT are advocating for diversity as part of their sustainable investing approach.

A vital part of successful investing over the longer term, is knowing yourself, along with the mental traps you may fall into when making investment decisions.

Investors have faced a low-growth environment with low yield for some time now and this does not appear to be changing anytime soon.

Against a backdrop of market volatility and low interest rates, remember the strategies that could benefit investors when asset prices drop.

Based on current trends, investors will see a future with better technology, more support and coaching from advisers and more transparent investment products.

Taking a broader approach to capital allocation, may enable you to earn income, manage risk and take advantage of rising valuations.

Emerging economies are a fairly disparate group, with many barely recognisable to compared to the asset class that existed in the 1990s and even 2000s.

As our population grows, the redevelopment of our cities is becoming more important than ever. This growing trend presents a great opportunity for investors to capitalise on.

The end of the financial year is a good time to think about how to grow your super and start saving for retirement.

Including investment alternatives in your self-managed super fund, may provide additional diversification to protect your wealth from market ups and downs.

Trade tensions between China and Australia continue to rise. Are these long-term threats that will affect the relationship or just political manouvres?

While the COVID-19 pandemic has impacted financial markets, there are still ways your investments can work hard. Here, we look at what a recession is and explore four strategies for smart investing during this time.

T. Rowe Price article: Pitfalls to avoid and opportunities to seek. Lessons to learn from past crises.

Australian spending habits have changed markedly in the last few months. Consumers continue to worry about the strength of the economy and the duration of the pandemic.

Positive consumer sentiment and the end of the lockdown are supporting investor confidence.