SMSFundamentals

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.

The latest biennial Global Survey on Alternative Investing from Russell Investments highlights investors are shifting focus away from traditional stocks, bonds and cash and towards other assets in order to find returns.

Andrew Bloore of the Switzer Super Report points out SMSFs are not entitled to the same protection from theft and fraud as APRA regulated funds.

The returns from Australian shares have been better than any other all asset class over the last 20 years, confirms Russell Investments.

This article follows up from out previous SMSF article on using options to enhance retiree returns, providing specific stock examples.