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.

Previous Stories

SMSFundamentals: Mutual Bank Issues High Yield Bond

May 18 2012

FIIG Securities is supporting a 7.25% fixed rate bond issue from Australia’s largest customer-owned bank.


SMSFundamentals: How Retirees Can Improve Returns While Reducing Risk

May 16 2012

Self-managed retirees shunning shares run the risk of being overrun by inflation as the years progress, but share market investment need not be as risky as most fear.


SMSFundamentals: Yield On Offer From NAB Note Issue

May 15 2012

FIIG outlines National Australia Bank’s latest fixed interest investment issue, offering an interest rate above that of term deposits.


SMSFundamentals: Finally, Easy Access to Fixed Income Investment

Mar 29 2012

The launch of fixed income ETFs on the ASX finally provides individual investors with easy access to portfolio diversification though fixed income investment as a portfolio component.


SMSFundamentals: An ETF That Taps The Growth In Mining Services

Mar 09 2012

Peter Switzer of the Switzer Super Report notes with the mining boom benefitting a number of industrial companies, investors could consider an ETF that offers some exposure to mining services.


SMSFundamentals: Cash Is King, Survey Finds

Feb 23 2012

The second annual Russell/SPAA survey shows a healthy SMSF industry but an ongoing preference for cash as an investment, and not just as a parking station.


SMSF Fundamentals: An Attractive Alternative To Term Deposits

Feb 22 2012

FIIG suggests new notes issued by CBA wealth manager Colonial offer a good yield for their low-end risk.


Cash Becomes Part Of SMSF Strategies

Feb 15 2012

A survey has shown holding cash as a risk reduction strategy is becoming increasingly popular for SMSF trustees.


New Light On Choice Of Investment Strategy

Jan 19 2012

Academic studies by Dimitri Vayanos and Paul Woolley offer some valuable insights for investors.


Self Managed? Super!

Dec 14 2011

New data from the ATO show that Self Managed Super fund asset growth was double that of the Super industry as a whole.