SMSFundamentals

With yield highly in demand in today’s investment environment, research house Lonsec warns against assuming all high-yield ETF listings are the same.

Investment researcher Lonsec and actuarial consultant Milliman have produced a joint white paper explaining the challenges facing the super industry, arguing today’s financial planning models have it all wrong and suggesting how advisers need to change their approach in order to stay relevant.

An Australian aged 65 has a higher life expectancy than an Australian aged 30. If this statistic seems illogical to you, perhaps you have underestimated your super requirements.

Chris Gray of the Switzer Super Report provides some guidelines for property investing within a self-managed super fund.

JP Goldman of the Switzer Super Report argues the case between property, shares and inflation-linked bonds.

Fund managers will allocate up to 25% of their portfolio into “real” assets, JP Morgan suggests, and SMSFs should not miss the boat.

Paul Rickard of the Switzer Super Report evaluates the Caltex subordinated note issue for investors.

ILBs are a popular safe haven asset class offering protection against the longer term wealth erosion effect of inflation, which cash does not offer.

Bentham Asset Management’s credit investment funds are returning 9-10% at a time when credit as an asset class has become forgotten outside of equities and/or cash and fixed income, despite a better risk/reward balance.

Listed utilities have already outperformed the stock market but low-risk, solid yields are still on offer for those requiring income.