SMSF investment
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The role of cash and bonds in your portfolio and what’s available
High interest rates are loathed by borrowers but they are money in the bank for people seeking reliable income with a high degree of safety from their investments.
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2024 year in review, 2025 year in preview
For the second year running, investors had a surprisingly good year in 2024 thanks to moderating inflation, economic growth holding its head above water, falling interest rates (just not in Australia) and buoyant share markets.
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5 new year’s resolutions for your SMSF
After another wild year on investment markets, the summer break is a good time to review your SMSF and resolve to make it fit for whatever 2025 may bring.
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Currency hedging for SMSFs
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments.
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Platforms and wraps: Benefits and downsides
Technology is at the heart of recent innovation by platform providers as they compete against each other, industry funds and SMSFs for your super and non-super investments.
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How do SMSFs invest?
If you run your own SMSF, have you ever wondered where other SMSFs or mainstream funds invest their money? This is how.
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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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Franking credits and dividend income in your SMSF
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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SMSF investing in related trusts and companies: Key rules to know
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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SMSF 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.
