SMSF investment
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SMSF investment: 20 most popular international shares
While the number of SMSFs investing directly in global shares is still relatively small, the booming tech sector is attracting an increasing number of those that do.
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SMSF investment: 20 most popular Australian shares
SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20.
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SMSF investment: 20 most popular ETFs
ETFs were the fastest growing asset class among SMSF investors in the year to June 2024, with a surge of inflows to international shares driven by booming tech stocks.
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How to invest according to your values and address climate risk in your SMSF portfolio
Climate change, sustainability, greenwashing – investing is a minefield these days but there are steps you can take to align your investments with your values.
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Asset valuation guidelines for SMSFs
There’s no getting around regular asset valuations for your SMSF, and it needs to be done by the book.
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Franked dividends and franking credits for SMSFs
While interest rates have lifted off their historic lows, franked dividends from shares are still a happy hunting ground for income-seeking investors.
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SMSFs: Investing in related trusts and companies
Using your SMSF to invest in a related trust or company can be a sound financial move, but strict rules apply so read on before you act.
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What is a core and satellite investment strategy?
Many SMSF trustees use this simple approach to help create a diversified investment portfolio.
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Passive versus active: Which investment style is best?
As the debate over passive vs active investing continues, both have their place in SMSF portfolios, depending on your financial goals and risk tolerance.
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2023 year in review, 2024 year in preview
Last year investment markets surprised on the upside, with a late surge in shares and bonds and a resilient residential property market. So what’s in store for 2024?
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SMSFs: Investment property tax deduction mistakes to avoid
Property investment is popular with SMSFs, so it’s important to know what your fund can and can’t claim as investment property tax deductions if you want to stay on the right side of the ATO.
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SMSF investment rules: Collectables and personal use assets
An ATO crackdown on asset valuations, and the proposed tax increase on unrealised capital gains in $3 million-plus super accounts, is putting pressure on SMSFs with collectables to take stock.
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How do ETFs compare to LICs/LITs and managed funds?
Exchanged-traded funds have taken off in Australia, but there is still a role for LICs and managed funds. Learn about the pros and cons of each.
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Managing your SMSF through a recession
While fears of a looming recession may be receding, it’s still prudent for SMSF trustees to prepare for a period of slower economic growth.
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SMSF loans: What are the SMSF borrowing rules?
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply.
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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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What on earth is an in specie transfer?
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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ETFs: How do I use them and what do they cost?
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.
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