Exchange traded funds have exploded in popularity in recent years, but LICs and managed funds still have a role to play.
2020-21 Year in Review: A dramatic recovery
After the coronavirus recession of early 2020, the strength of the economic recovery and investment returns defied all expectations, in a good way.
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.
The definitive SMSF guide to franked dividends
Let’s be frank, at a time of historically low interest rates it’s no wonder SMSF investors have been flocking to franked dividends from shares.
4 steps to address climate risk in your SMSF portfolio
A systematic approach is advisable if you want to reduce the impact of climate change on the environment and your future investment returns.
SMSF investment rules: What every trustee should know
One of the attractions of running your own SMSF is the wide range of investments open to you and the control you have over them, but that doesn’t mean it’s open slather. There are rules you need to follow.
SMSF investments: Using ETFs for diversification and more
They are easy to use, cheap and growing in number. So how are SMSFs using ETFs and what’s stopping more of them from following the trend?
5 tips to figure out if a tech company on the stock market is an ethical investment
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.
