Diversification and your SMSF: Why and how to do it
Diversifying your portfolio is a key task when it comes to investing and it’s a vital one for your SMSF as it can reduce risk and smooth investment returns.
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Diversifying your portfolio is a key task when it comes to investing and it’s a vital one for your SMSF as it can reduce risk and smooth investment returns.
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.
As an SMSF trustee, your fund’s investment strategy is one of the most important documents you will ever create so it’s important to get it right.
Exchange-traded funds have exploded in popularity in recent years as an efficient, cost-effective way to build a portfolio, with new funds launched almost monthly.
Well diversified SMSFs with $200,000 or more in assets perform as well or better than large funds, but funds in pension phase do things differently to the rest.
There’s more than one way to invest in managed funds, including these actively managed listed funds that can be bought and sold as easily as shares.
More SMSFs have been dipping their toe into the cryptocurrency market, but the risks are high as the tumultuous events of last year show.
You can’t currently transfer a crypto asset or holding into your SMSF. You couldn’t do it by way of an in specie contribution, and you couldn’t do it by way of the fund acquiring it from you for cash. The rules are the same.
It’s been a wild ride on investment markets over the past 12 months, so if you haven’t already done so this could be a good time to review your investment allocations.
Penalties for SMSF breaches rose on 1 January 2023 so it’s now more important than ever to make sure your SMSF is doing the right thing.
Take a few minutes out of your day to make some financial commitments for your self-managed super fund in 2023.
After a year dominated by rising inflation and interest rates, war in Ukraine and negative returns, investors will be hoping for a soft landing in the year ahead.
The ability to invest in real property is one of the attractions of SMSFs, but it’s tightly regulated.
Investment platforms have been around for a while, but they are being forced to innovate to attract and retain new investors.
SMSFs are often taken to task for relying too heavily on cash and Australian shares, but the picture is more nuanced if you scratch below the surface.
Investors climbed a wall of worries in the closing months of the financial year, from rising inflation and interest rates to fears of recession.
Everyone loves to ride in planes, trains and automobiles, but what if you could earn regular income from the infrastructure they depend on? You can, and here’s how.
When Dixon Advisory collapsed, it left a trail of aggrieved SMSFs and investment losses. It’s a saga we can all learn from.
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