These days people trading on the stock market want more than just a strong financial return. They’re increasingly opting for investments that will also have a positive societal impact.
The importance of asset allocation
The most important investment decision you make may not be about what you invest in, but how you spread your money across different investments.
2020 Year in Review, 2021 Preview
After a tumultuous year that rocked lives and livelihoods, investors have cause for cautious optimism in the year ahead.
A step-by-step guide to valuing tricky assets
SMSFs are required to value their assets at market value every financial year, this is easy enough for listed assets, such as equities, but it’s not so straightforward for unlisted assets like commercial property or collectibles.
5 new year’s resolutions for your SMSF
An SMSF is no different to a fitness, diet or a savings plan, in that a few days dedicated to making sure it is in order for the year ahead will reap benefits over the next 12 months. So what are some of the things that you should be resolving to do for your SMSF in 2021?
US election plays second fiddle to COVID
Despite the derision US president Donald Trump attracts, there are pluses and minuses to his departure from the White House next January for local superannuation investors.
What are the most popular listed investments for SMSFs?
Tracey Spicer talks to Ron Lesh, Managing Director of BGL about what are the most popular shares, managed funds and ETFs that SMSFs invest in.
SMSF investment: 20 most popular ETFs
ETFs provide SMSFs with an easy and cost-effective means of gaining exposure to international assets, and other harder-to-access asset classes such as emerging markets. This article lists the 20 most popular ETFs invested in by SMSFs.
SMSF investment: 20 most popular managed funds
Managed funds are an investment scheme where investors opt to have a licensed professional – typically, a fund manager – manage investments on their behalf. This article lists the 20 most popular managed funds invested in by SMSFs.
SMSF investment: 20 most popular Australian shares
This article lists the 20 most popular Australian domestic listed securities invested in by SMSFs as of 30 June 2020.
SMSF investment: 20 most popular international shares
This article lists the 20 most popular international shares invested in by SMSFs as of 30 June 2020.
SMSFs reserves: What are the rules?
There are legitimate reasons for maintaining reserves in your SMSF, but the ATO is keen to point out that avoiding tax is not one of them.
SMSFs: Investment property tax deduction mistakes to avoid
Property investment is popular with SMSFs, so it’s important to understand what your fund can and can’t claim as investment property tax deductions.
SMSF investment rules: Collectables and personal use assets
If you are a passionate collector or connoisseur, then you may be able to use that knowledge to boost your retirement savings.
SMSFs: Sustainable investing just got personal
The year 2020 has been a turning point for sustainable investing on so many levels. COVID has brought to the forefront of investors’ minds considerations such as how companies treat their staff, as well as numerous other environmental, social and governance (ESG) issues.