Australian shares remain the largest asset class for SMSF investors, although the big four banks hold a smaller share of the money than a year ago. Read more.
Australian shares remain the largest asset class for SMSF investors, although the big four banks hold a smaller share of the money than a year ago. Read more.
Direct holdings in international shares grew in 2025–26, one of only two asset classes SMSFs increased their exposure to, with technology stocks taking four of the top five spots. Read more.
Direct holdings in international shares grew in 2025–26, one of only two asset classes SMSFs increased their exposure to, with technology stocks taking four of the top five spots. Read more.
Fewer SMSFs hold traditional managed funds than ETFs, but they still hold nearly twice as much money, with close to half of it invested offshore. Read more.
Fewer SMSFs hold traditional managed funds than ETFs, but they still hold nearly twice as much money, with close to half of it invested offshore. Read more.
Gen X and Millennials are fuelling SMSF investment in ETFs, with the value of holdings growing far faster than the number of funds buying them. Read more.
Gen X and Millennials are fuelling SMSF investment in ETFs, with the value of holdings growing far faster than the number of funds buying them. Read more.
Listed investment companies and trusts are facing stiff competition from cheaper ETFs and passive index funds, but have a place in many SMSF portfolios. Read more.
Listed investment companies and trusts are facing stiff competition from cheaper ETFs and passive index funds, but have a place in many SMSF portfolios. Read more.
Tim Steele, CEO of Class, talks through key insights from their 2024 Annual Benchmark report, including the potential tax liability impact of Div 296, the challenges of Superstream, how ETFs… Read more.
Tim Steele, CEO of Class, talks through key insights from their 2024 Annual Benchmark report, including the potential tax liability impact of Div 296, the challenges of Superstream, how ETFs… Read more.
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees.. Read more.
Understanding the transfer balance account rules, including timing and transaction reporting, is extremely important for SMSF trustees.. Read more.
If you want to stay on the right side of the ATO and avoid costly penalties, it pays to review its list of common mistakes made by SMSFs when lodging… Read more.
If you want to stay on the right side of the ATO and avoid costly penalties, it pays to review its list of common mistakes made by SMSFs when lodging… Read more.
