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: 10 Reasons Why Many Fund Managers Are Now Blank Spaces

Jul 17 2019

Graham Hand, Managing Editor of Cuffelinks, explains why so many fund managers fail in today’s market.


SMSFundamentals: ETFs Get Active

Apr 16 2019

A change of heart from the US SEC may open the door for rapid growth of actively managed ETFs both in the US and Australia.


SMSFundamentals: Passive And ESG Investment On The Rise

Mar 12 2019

Exchange traded fund manager BetaShares observes a shift in investor preference towards passive investment strategies and a growing demand for ESG-based alternatives.


SMSFundamentals: Is Your Super Adequate?

Nov 21 2018

Research from Roy Morgan shows Australians’ level of super contribution is dropping, leading to a risk of insufficient retirement funding.


SMSFundamentals: ETFs Reach A Milestone

Oct 19 2018

As of last month, the Australian ETF market is now bigger than the 80-year old listed investment company market.


SMSFundamentals: How We Delude Ourselves

Sep 14 2018

Cuffelinks’ Graham Hand makes note of a common error made by investors in assessing their returns.


SMSFundamentals: Women Fall Short On Super

Jul 09 2018

Women are working for longer but compared to men, are looking at a lot less super on retirement.


SMSFundamentals: Financial Advisers In Regulators’ Sights

Jul 02 2018

Australian regulators are cracking down on “one-stop shop” investment advisors to SMSFs, claiming bad advice.


SMSFundamentals: Why Do You Not Own Corporate Bonds?

May 29 2018

Corporate bonds are highly suitable as a portfolio allocation for retirement investors and interest is growing, despite many Australians being unaware of their existence.


SMSFundamentals: ETF Investment Enters The Mainstream

Mar 22 2018

A recent survey suggests investment in Australian exchange traded funds continues to grow a-pace and a wider range of investors is now turning to ETF investment.