SMSF investment
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The importance of liquidity in an SMSF
UpdatedA self-managed super fund can look wealthy on paper and still be unable to pay a pension on time. Liquidity is the difference.
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Asset allocation: Building a strong retirement investment plan
UpdatedThe most important investment decision you make may not be about what you invest in, but how you allocate it across growth and defensive assets.
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In specie transfers and SMSFs: What you need to know
UpdatedIf you’ve ever wondered if you can transfer shares or a business property into your SMSF, the answer is yes but strict rules apply.
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SMSF investing: 20 most popular Australian shares
UpdatedAustralian 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.
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SMSF investing: 20 most popular managed funds
UpdatedFewer SMSFs hold traditional managed funds than ETFs, but they still hold nearly twice as much money, with close to half of it invested offshore.
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SMSF investing: 20 most popular LICs/LITs
UpdatedListed investment companies and trusts are facing stiff competition from cheaper ETFs and passive index funds, but have a place in many SMSF portfolios.
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SMSF investing: 20 most popular international shares
UpdatedDirect 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.
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SMSF investing: 20 most popular ETFs
UpdatedGen X and Millennials are fuelling SMSF investment in ETFs, with the value of holdings growing far faster than the number of funds buying them.
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Everything SMSF trustees need to know about rebalancing
UpdatedSMSF trustees need to keep their fund’s investments within its stated asset allocation, and know when and how to rebalance if markets push it off track.
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SMSF borrowing rules: What you can (and can’t) borrow for
UpdatedWith recent changes to the super borrowing rules, it’s important for SMSF trustees to know exactly what they’re still allowed to do.
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Asset valuation guidelines for SMSFs
UpdatedEnd of financial year asset valuations are routine for SMSF trustees, but they will assume even more importance with the introduction of Division 296 tax.
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SMSF valuations: Common mistakes and what really matters
UpdatedSMSF valuations can affect contributions, pensions and tax outcomes. This interview explains what trustees can get wrong and why documentation and process matter just as much as the final valuation.
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Managing your SMSF in a downturn
UpdatedWith slower growth, higher inflation and volatile markets the order of the day, investors need a plan to help them navigate choppy waters.
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SMSF returns are competitive with large funds
UpdatedSMSFs still underperform large super funds in years when markets are strong, but consistently beat the big end of town over five years.
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Payday Super is a good reminder to review your SMSF investment frequency
UpdatedMore frequent and timely employer super contributions are an opportunity for SMSF investors, but they are also a call to action.
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ETFs for SMSFs: How they work and what they cost
UpdatedBuilding a diversified portfolio takes time and effort, but ETFs make it easier for SMSF investors. Here’s how they work and what they cost.
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2025 year in review, 2026 year ahead
UpdatedIt was a year when hope triumphed over uncertainty on financial markets, with all major asset classes – and super funds – delivering positive returns.
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5 new year’s resolutions for your SMSF
UpdatedThe summer break is always a good time for trustees to review their SMSF and resolve to make it fit for whatever 2026 may bring.
