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: Women Do It Better

Apr 21 2023

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


SMSFundamentals: Hedge Fund Strategies For Investors’ Advantage

Apr 04 2023

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


SMSFundamentals: Reality Tough For Super Disruptors

Feb 15 2023

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


SMSFundamentals: Tax-Loss Harvesting For Australian Investors

Jan 30 2023

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


SMSFundamentals: Transfer Balance Cap Set To Increase

Jan 27 2023

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


SMSFundamentals: ETF Investment Drags On SMAs

Dec 15 2022

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


SMSFundamentals: 2022 Fat Cat Funds Report

Oct 19 2022

Australians can boost their super by around $245,000, on average, between the ages of 35 and 65 simply by moving from a super fund charging investment fees of 0.5% per year instead of 1.5% per year, says the 2022 Fat Cat Funds Report


SMSFundamentals: Are ETFs A Game Changer?

Oct 13 2022

Exchange Traded Products (ETPs) are one of the major investment options for investors on the ASX that offer exposure to numerous asset classes and investment styles


ETFs: The African Equities Frontier

Sep 28 2022

Africa collectively is one of the fastest growing economies in the world, and a growing number of African ETFs is providing opportunity for investors


SMSFundamentals: SMAs Hot, Retail Funds Not

Jun 07 2022

The financial services landscape in Australia is changing with recent research showing a swing toward not-for-profit funds, while the popularity of managed accounts continues to rise