SMSFundamentals

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.

Latest Stories

Family offices have grown into quiet power brokers inside the Australian investment sector

Apr 30 2025

Is regulatory reform the panacea to fix the problem of dwindling numbers of financial advisers in Australia?

Apr 29 2025


Selling the family home is sometimes the most advantageous decision to make

Apr 24 2025

Capital flows are concentrated at two extremes: high-growth, high-risk assets versus defensive, income-generating assets. Enter the active barbell strategy

Apr 08 2025


Previous Stories

SMSFundamentals: Living Longer? Get Ready To Pay The Price! 

Jan 31 2025

Aadil Abbas shines the light on Australia’s revised home care program, now called Support at Home


SMSFundamentals: Give The Gift Of A Conversation This Christmas

Dec 23 2024

There is one gift we all can give our families especially our parents and elderly relatives. The gift of a conversation about their current and future care needs


SMSFundamentals: Leveraging Mean Reversion For Decisive Investment Returns

Jun 12 2024

A mean reversion strategy can yield favourable returns but it’s not by default as easy as it looks like in hindsight


The Hedge Fund Whisperers: Hints For Retail Investors To Unlock Alpha

May 02 2024

Hedge funds have long been shrouded in secrecy, their billion-dollar bets whispered only in hushed tones within mahogany-lined conference rooms. These whispers can be harnessed for the astute retail investor. A succinct guide


SMSFundamentals: Inflation Beats Covid, Markets As Retirement Influencer

Nov 29 2023

Australians have become less comfortable with their plans for retirement, and inflation is to blame


SMSFundamentals: A Comprehensive Guide To Australian REIT Investing

Nov 08 2023

A-REITs have emerged as a compelling avenue for investors seeking regular streams of income with exposure to the real estate market without the complexities of physical property ownership. FNArena’s guide to investing in the sector


SMSFundamentals: Older People Are Life Insurers’ Future Challenge

Oct 26 2023

The over-50 population will reach 3.2bn people by 2050, or 33% of the world’s population. By 2040 life insurance policyholders will transfer most of their assets to beneficiaries


SMSFundamentals: ETFs Killing It In Tough Times

Jul 24 2023

ETF markets hit new records globally and domestically in the June half, as investors, pressured by rising interest rates, flocked to low fees, hedged exposures, rate exposures and outperforming equity ETFs. Re-published to correct market share in BetaShare report


SMSFundamentals: Dual Momentum Investing

Jul 11 2023

Dual momentum investing can be a potent tool that combines historical performance analysis and benchmark comparisons to identify investments with strong potential


SMSFundamentals: Factor Investing Explained

May 01 2023

Identifying and leveraging key factors can help investors generate competitive returns, reduce risk, and improve diversification. An introduction to Factor Investing