Written by Fabian Bussoletti, Technical Manager, SMSF Association Following the Government’s release of the 2022-23 Tax Expenditures and Insights Statement, a media release issued by ministers Jim Chalmers and Stephen Jones on Tuesday heralded the pending arrival of the highly anticipated cap on high superannuation balances. While there are only limited details from which we…
February 21, 2023
Does investing in silver stack up
Content provided by The Perth Mint Gold tends to get all the glory when people look for an investment with a low correlation to traditional assets such as stocks and bonds. But many invest in silver as an inflation hedge and to help protect the overall value of their portfolio in times of economic turmoil. One…
February 21, 2023
Economic Outlook 2023
Written by Paul Miron, Managing Director, Msquared Capital As the dust settles from our post-Australia Day celebrations, we ease into the New Year refreshed and invigorated with our resolutions and plans in motion. We begin to reflect on and update our personal and financial goals for the year and ponder the new year challenges for all…
January 18, 2023
Gold, Growth and Greener ETFs: Three SMSF Trends for 2023
Authored by Global X ETFs What themes should you be incorporating into your SMSF in 2023? Global markets are abuzz speculating how the year will unfold, with analysts predicting everything from a global recession to an end-of-year equity rally. Diversification is key in times of volatility, so here are three investable ideas from gold being…
December 8, 2022
CFR report finds LRBAs working well
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank With little fanfare, the Council of Financial Regulators (CFR) recently handed down its report into “Leverage and Risk in the Superannuation System” – a form of credit almost exclusively used by self-managed super funds (SMSFs). It concluded “that borrowing by SMSFs through Limited…
December 5, 2022
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…
November 28, 2022
Lessons learnt from crypto winters past
With every crypto winter comes crypto spring; you just have to hibernate and stay safe until then… If you’ve invested in crypto for the first time over the past two years, it’s likely that your investment is currently down from where you first bought in. Wondering why the price is stagnating? It’s called a crypto…
November 18, 2022
Extending your (investment time) horizons with thematic ETFs
Authored by Global X ETFs Thematics come in a large range of shapes and sizes in the investment world. ETFs can offer a simple and cost-effective tool by which SMSFs can access these themes. But how do you tell the structurally backed trends from the flimsy fads? Distilling down the basics of thematic investing will…
November 8, 2022
Eight questions to ask before investing in gold
Content provided by The Perth Mint Answers to these eight key questions may help you decide: 1. What is the role of gold in a portfolio? Diversification helps investors smooth out their returns during the ups and downs of financialmarkets. Gold is often recommended as a suitable way to diversify a portfolio because over time it tends to hold…
November 3, 2022
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…