SMSFundamentals

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

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

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

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

Research shows women are continuing to close the superannuation gap with men and it may just be good for the economy

Hedge funds employ a combination of pooled funds and strategic investment techniques tailored to their investors’ risk tolerance and investment principles to generate alpha returns. Individual investors can take a page from their playbook to craft their portfolios and take greater ownership over their investment returns

The superannuation disruptor segment has shrunk to half its peak size, with funds exiting the market in recent years having failed to resonate with the target audience

Anuj Sharma explains how investors can exploit tax-loss harvesting among investments to reduce tax obligation

The SMSF Association has prepared a detailed analysis about the increase in the General Transfer Balance Cap announced this week, and benefits for non-concessional contributions

Increasing investment in ETFs comes at the expense of managed funds, as investors seek out safer options in a volatile market