November 2020 Content provided by Msquared Capital This week marked one of the most controversial Australian Economic events, officially entering into the Quantitative Easing (QE) club. The first week of November commences with the Melbourne Cup and it traditionally marks the start of the silly season, with the realisation that Christmas is only a few…
The importance of asset allocation tracking for SMSFs
November 2020 Content provided by Sharesight Tracking your asset allocation is a crucial part of maintaining a self-managed super fund – and one that is all too often put off by trustees. The ATO requires self-managed super funds (SMSFs) to document their asset allocation and how this aligns with their investment strategy, reviewing this at…
How private lending can offer diversification in SMSF portfolios
October 2020 Content provided by Zagga Recently Business Insider posted an article ranking the best and worst performing Australian super funds for 2020 with returns falling within the range of -2% to 9%. YES – you read right. NEGATIVE TWO PERCENT!! Depending on where you are in your retirement planning cycle, this negative return can have…
October 29, 2020
Issue 16: The changing nature of Australian share indices
October 2020 In our last instalment, we took a look at reporting season and asked how your SMSF portfolio survived? In that instalment, we looked at how there may be a two-tier reporting outcome for companies and sectors with some doing well and others not so well; introducing the concept of the ‘K’ shaped outcome.…
Diversification of SMSF portfolios post COVID-19
October 2020 Content provided by Sharesight The past few months have seen many investors question themselves (and those they go to for advice) about how best to rebalance their portfolios – especially if their goals or financial circumstances have changed due to the COVID-19 pandemic. For SMSF trustees, a portfolio review is critical during heightened…
SPIVA® Australia Mid-Year 2020
September 2020 Content provided by S&P Dow Jones Indices Market sell-offs were seen in different Australian equity market segments in the first half of 2020 due to the COVID-19 pandemic, while Australian bonds recorded a small gain. Apart from A-REIT funds, the majority of funds in all categories suffered worse drawdowns versus their respective benchmark…
September 30, 2020
Issue 15: How did your SMSF portfolio survive reporting season?
September 2020 For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season, telling us a little more about how companies have fared during COVID-19 as results…
Integrating ESG Values into Core in Australia
September 2020 Content provided by S&P Dow Jones Indices An increasing number of investors require indices that are aligned with their investment objectives and their personal or institutional values. The S&P/ASX 200 ESG Index was designed with both of these needs in mind. With the S&P/ASX 200 ESG Index, investors are now able to move…
How I manage my SMSF with Sharesight
September 2020 Content provided by Sharesight Written by Andrew Bird, Chairman, Sharesight Managing your own super fund can seem like a daunting task, but using the right tools takes away the guesswork and allows you to focus on cultivating the best investment strategy to achieve your financial goals in retirement. At Sharesight, we get a…
September 1, 2020
Issue 14: Property and Infrastructure – do they fit into my SMSF?
August 2020 Welcome to our second instalment for the new financial year. We continue to see markets, while volatile, trend up with equity markets in the USA reaching new highs. While in Australia we are seeing results season provide insight to how companies have fared through the pandemic. Some commentators are suggesting that markets may…
