SMSF investment
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How do ETFs compare to LICs/LITs and managed funds?
Managed investments offer instant diversification, but there are important differences between the types of funds on offer – from cost to legal structure.
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SMSF investing: 20 most popular LICs/LITs
Listed 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 managed funds
Traditional managed funds have been partially eclipsed by the rise of ETFs, but they remain core holdings for many SMSF investors looking to diversify.
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SMSF investing: 20 most popular international shares
Direct holdings in international shares fell in 2024–25 due to volatile market conditions but perhaps also to the growing appeal of ETFs to access global markets.
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SMSF investing: 20 most popular Australian shares
Australian shares remain the most popular asset class for SMSF investors, with portfolios dominated by the big banks and miners.
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SMSF investing: 20 most popular ETFs
Gen X and Millennials are fuelling the rapid take-up of ETFs by SMSF investors, drawn to their instant diversification, global reach, accessability and low cost.
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How to benchmark your SMSF returns
Have you ever wanted to compare your SMSFs investment performance against other types of funds or markets, then this article will show you how.
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SMSFs and cryptocurrency investments
As crypto investments surge in popularity, the ATO has issued guidance for SMSF trustees keen to dip a toe in the virtual asset water.
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Case study: Transferring shares into your SMSF (an in-specie transfer)
There can be substantial tax benefits in transferring shares into your SMSF, especially once you retire, but strict rules apply.
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In specie transfers and SMSFs: What you need to know
If 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 investors: How to avoid getting scammed
Scammers are constantly finding new ways to part people with their money, so make sure you know what to watch out for.
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SMSF investing in private companies: Key rules to know
Investing in unlisted or private companies is perfectly legitimate for SMSFs, but there are strict rules around how it’s done.
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How to buy a commercial property and lease it through your SMSF
Many restrictions that apply to the purchase of property via an SMSF don’t apply to commercial property. Here’s how it’s done.
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SMSF property investment rules
One of the attractions of having an SMSF is the ability to invest in real property, but strict rules apply.
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SMSF returns are competitive with large funds
While lagging the performance of large super funds some years, SMSFs have outperformed them over the longer term.
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How to invest in infrastructure through an SMSF
Thanks to a growing list of specialist managed funds, SMSFs can invest like the pros in big infrastructure projects.
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SMSFs reserves: What are the rules?
Reserves can be a useful tool for SMSF trustees, but the ATO takes a dim view of anything that looks like tax avoidance.
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Do SMSFs rely too heavily on bank shares for dividend income?
Interest rates are finally on the way down, raising concerns about bank profits and dividend payments. Should SMSF investors be worried?
