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

Peter Switzer: Income Stocks Are Now In Vogue

Jul 23 2012

Peter Switzer of the Switzer Super Report suggests putting together a portfolio of good dividend-paying stocks.


SMSFs Are Not Protected Against Fraud

Jun 08 2012

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.


Invest With A Longer Term Perspective

Jun 06 2012

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


SMSFundamentals: How Retirees Can Improve Returns While Reducing Risk

May 16 2012

Self-managed retirees shunning shares run the risk of being overrun by inflation as the years progress, but share market investment need not be as risky as most fear.


SMSFundamentals: Finally, Easy Access to Fixed Income Investment

Mar 29 2012

The launch of fixed income ETFs on the ASX finally provides individual investors with easy access to portfolio diversification though fixed income investment as a portfolio component.


SMSFundamentals: An ETF That Taps The Growth In Mining Services

Mar 09 2012

Peter Switzer of the Switzer Super Report notes with the mining boom benefitting a number of industrial companies, investors could consider an ETF that offers some exposure to mining services.


SMSFundamentals: Cash Is King, Survey Finds

Feb 23 2012

The second annual Russell/SPAA survey shows a healthy SMSF industry but an ongoing preference for cash as an investment, and not just as a parking station.


SMSF Fundamentals: An Attractive Alternative To Term Deposits

Feb 22 2012

FIIG suggests new notes issued by CBA wealth manager Colonial offer a good yield for their low-end risk.


Cash Becomes Part Of SMSF Strategies

Feb 15 2012

A survey has shown holding cash as a risk reduction strategy is becoming increasingly popular for SMSF trustees.


New Light On Choice Of Investment Strategy

Jan 19 2012

Academic studies by Dimitri Vayanos and Paul Woolley offer some valuable insights for investors.



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