InvestingInvesting InsightsInvestment Funds

Australian Persistence Scorecard – Can investment results be attributed to skill or luck?

Content provided by S&P Dow Jones Indices Genuine skill is more likely to persist, while luck is random and fleeting. Thus, one measure of skill is the consistency of a fund’s performance relative to its peers. The Persistence Scorecard measures that consistency and shows that, regardless of asset class or style focus, active management outperformance…

Investment EducationUnderstanding SMSFs

SMSF establishment and the first 6 months

Webinar provided by SuperConcepts Establishing and running an SMSF is an important financial decision so, to ensure you’re prepared, tune in to this session hosted by SuperConcepts. Learn more about the basics of SMSFs including fund establishment, structures, investment strategies and accepting contributions and paying benefits. Learn more about how to establish an SMSF on…

Administering and ReportingPropertyUnderstanding SMSFs

Artwork in an SMSF

Written by Daniel Shaw, DFK Benjamin King Money, SMSF Specialist Advisor (SSA®) SMSFs have long held artwork as part of the trustee’s investment philosophy. However, legislation introduced in 2011, provides stricter rules for trustees to adhere to, when looking to invest in this asset class. The ATO considers artwork as a collectable and a personal…

News

Certainty on SMSF Policy Positions | October 2022-23 Federal Budget Summary

Written by Tracey Scotchbrook, Policy Manager, SMSF Association This October Budget is the second Federal Budget for 2022 and the first by the Albanese Government.   As expected the 2022-2023 October Federal Budget has focused, on families, education, health and aged care, energy and affordable housing. From an SMSF perspective it is a relatively quiet Budget with some…

InvestingInvesting InsightsInvestment Funds

Did Active Managers Find Opportunities to Outperform? Mid-End SPIVA® Australia 2022 report

Content provided by S&P Dow Jones Indices The latest Australian edition, the SPIVA Australia Mid-Year 2022 Scorecard, provides a number of interesting insights about the performance of active versus passive across active fund categories. Although the long-term performance statistics remain grim reading for fund selectors, the first half of 2022 contained some bright spots for…