SMSFundamentals

SMSFundamentals: An Alternative For The Capped-Out

Superannuation accumulators now “capped-out” by new regulations should consider imputation bonds as an alternative investment, Austock suggests.

Dec 15 2016

SMSFundamentals: When Should You Open Your Own SMSF?

Andrew Zbik of Omniwealth notes self-managed super funds are not for everybody.

Nov 30 2016


SMSFundamentals: The Price Of Financial Advice

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

Sep 19 2016

SMSFundamentals: Loan vs Gift: The Right Way To Help Out Your Kids

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

Sep 08 2016


Previous Stories

SMSFundamentals: SMSFs Increasingly Attracted To SMAs

May 18 2015

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.


SMSFundamentals: SMSF Trustees Becoming Younger And Richer And Looking Offshore

Jun 26 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.


FNArena Book Review: The Wealth Code 2.0

Aug 08 2013

This book has been labeled a financial survival guide for the 21st century. Highly recommended for investors not afraid to part with the ordinary and make bold changes to their belief-system.


SMSFundamentals: Growth And Yield In Direct Industrial Property Investment

Apr 05 2013

Where will SMSFs put their money once term deposits lose their appeal and defensive high-yield stocks run out of puff? Direct property investment funds have a track record of stable returns on attractive yields.


Gold – Safety Blanket or Quilting Essential?

Feb 15 2013

BullionVault’s Adrian Ash argues gold still has a role to play in any long term, diversified investment portfolio.


SMSFundamentals: Nobody Knows

Jan 30 2013

A multi-asset approach to reduce risks and volatility through cycles? PFP’s Tim Price discusses two unusual alternatives.


Reduce Risk Through Multi-Asset Diversification

Jan 17 2013

Playing safe with cash-only investment meant missing a 2012 windfall, according to Russell Investments.


Australian Stocks: What Happened Today?

Nov 29 2012

A wrap of the day’s activity on the Australian stock market.


Switzer Super Report: Two Big Issues To Toss Over At Night

Oct 19 2012

Peter Switzer of the Switzer Super Report discusses the possibility of rate cuts and or a stock market pullback.


Switzer Super Report: The Rules Of SMSF Property Investing

Sep 14 2012

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



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