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: Hybrid Power

Nov 28 2011

The popularity of recent hybrid listings from Origin Energy and Woolworths are indicative of the benefits of hybrid investment in this uncertain world. What are hybrids?


Making Money Out Of Property In An SMSF

Oct 28 2011

Peter Switzer explains why property inside an SMSF is starting to look better and better.


SMSFundamentals: Returns On Asset Classes, Past And Future

Oct 26 2011

ANZ Research has undertaken a comprehensive study of historical returns on different asset classes, net of relevant costs, and has forecast returns for the future. Stocks, property, fixed interest – where should an SMSF invest?


SMSFundamentals: Learn More About ETFs

Oct 06 2011

FNArena recommends a new multi-faceted educational campaign launched by iShares to help raise investor understanding of exchange-traded funds.


SMSFundamentals: Exchange Traded Funds Part II

Aug 25 2011

Index replicating funds are only one subset among the many ETFs now listed on the Australian stock market, and Australian regulatory bodies are ensuring the integrity of such instruments.


SMSFundamentals: Active, Passive And ETFs

Jul 20 2011

Exchange Traded Funds provide a low-cost opportunity for smurfs to hand over all or part of their investment portfolio to passive index-based products and reduce the effort and anxiety.


SMSFundamentals: Long Term Returns Favour Oz Equities

Jun 29 2011

Australian shares continue to provide best net returns over 20 years according to the latest report from Russell Investments and the Australian Securities Exchange.


SMSFundamentals: Three Rules For Succesful Investing

Jun 15 2011

A Must See presentation for anyone with a longer term perspective in the Australian share market.


SMSFundamentals: End Of Year Tax Tips

Jun 07 2011

The SPAA provides SMSFs with tips on maximising tax opportunities and avoiding penalties.


SMSFundamentals: Portfolio Allocation For Retirees

Jun 02 2011

The recent Cooper Review noted a lack of Australian super products tailored to meet the needs of retirees. Smurfs can overcome these limitations with appropriate portfolios.