SMSFundamentals

Which investment strategy has proven to provide the best risk/reward balance for the income-seeking investor over time? You may be surprised.

Do investors believe financial advice is actually worth the cost? A survey conducted by State Street Global Advisors has produced some interesting results.

Brian Hor of SUPERCentral outlines the realities of helping out your children in today’s unaffordable property market.

CommSec finds SMSF trustees are not the sort of set-and-forget, long term traders one would assume they might be.

Super investors and their client advisers are becoming increasingly drawn towards the benefits of investment in Separately Managed Accounts, offering portfolios tailored by investment professionals.

Investment advisor Crowe Horwath lists its ten primary themes for investing for the future from 2014.

Traditional near-retirement investors are falling as a proportion of SMSF trustees as a younger demographic seeks to control its own investment destiny, CoreData has found.

A Legg Mason survey has found a “reality” gap between the level of return Australian retirement investors expect and what they are achieving, with property investment suggesting the greatest delusion.

Conservative investors have stepped up their share market investments while risk-tolerant investors have backed off into 2014. ETF sponsors have launched more products to suit the conservative approach for ease of portfolio management.

Very few Australians in general believe they will have enough money at retirement. Retired SMSFs by contrast are quite happy with the level of their retirement income. Advice is important.