SMSF investment
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SMSF investing: An adviser’s insight into mFunds
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.
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Everything SMSF trustees need to know about rebalancing
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.
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SMSF investment rules: What every trustee should know
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.
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Dixon Advisory’s fall from grace: 4 lessons for all investors
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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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?
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Asset allocation: Building a strong retirement investment plan
The most important investment decision you make may not be about what you invest in, but how you spread your money across different investments.
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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.
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SMSFs: Sustainable investing just got personal
The year 2020 has been a turning point for sustainable investing on so many levels. COVID has brought to the forefront of investors’ minds considerations such as how companies treat their staff, as well as numerous other environmental, social and governance (ESG) issues.
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