2021 – Can we Expect the Unexpected again?

February 2021 Content provided by Msquared Capital Article written by Paul Miron, Managing Director, Msquared Capital For savvy investors, including property and mortgage investors, the new year traditionally starts with reading bold economic and property predictions by our favourite fund managers and economists trying to foresee “what lies ahead for the coming year”. If 2020…

4 reasons SMSF trustees should be tracking dividends

February 2021 Content provided by Sharesight Investing in dividend-paying stocks through an SMSF is a common strategy adopted by trustees, particularly when these dividends include franking credits that carry potential tax advantages. For SMSFs in the drawdown phase, dividend stocks can also be an attractive source of extra income in retirement. However, it is important…

SMSF resilience continues to surprise commentators

February 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The resilience of the self-managed super fund (SMSF) sector still surprises some financial market commentators. Although the sector now comprises the largest super sector – $733 billion at 30 June 2020 – it is still subject to a level of unwarranted…

Australia Persistence Scorecard: Mid-Year 2020

January 2021 Content provided by S&P Dow Jones Indices While comparing active funds against a benchmark index is a typical practice used to evaluate their performance, persistence is an additional test that reveals fund managers’ skills in different market environments. In this report, we measure the performance persistence of active funds that outperformed their peers…

Residential housing has appeal to SMSF trustees

January 2021 Written by Per Amundsen, Head of Research, Thinktank Residential housing is an asset class that has growing appeal to self-managed super fund (SMSF) trustees. At 30 June 2015, they held $23.1 billion in this asset class, a number that had increased 69 per cent to $39.1 billion at 30 June 2020, though with…

How much money do you need to start an SMSF?

November 2020 SMSFs are not for everyone, but for those individuals where an SMSF is entirely appropriate for them, the benefits can be considerable. In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research has been provided to provide insights into the true costs of running an SMSF.…

How much money do you need to start an SMSF?

November 2020 SMSFs are not for everyone, but for those individuals where an SMSF is entirely appropriate for them, the benefits can be considerable. In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research has been provided to provide insights into the true costs of running an SMSF.…

Is an SMSF the right answer for you?

November 2020 We believe that every Australian has the right to a good quality of life in retirement. An SMSF offers control, flexibility, and choice but ultimately, they aren’t the best option for everyone: it comes down to individual circumstances. Our vision with this year’s SMSF Week was to provide tools and resources to answer…

Cost of Operating SMSFs 2020: Infographic

November 2020 The cornerstone of SMSF Week was the release of a key piece of research, conducted by Rice Warner, to update its previous findings for the Australian Securities and Investments Commission in 2013 ‘Costs of Operating SMSFs’. Assessing the cost-effectiveness of SMSFs compared to APRA regulated super funds, the research, proudly supported by SuperConcepts,…