Well it’s the start of another financial year and there is plenty on the horizon to keep investors focused on the economy, their investments and super. None of this is surprising following what has been more than a year of rising interest rates, upward spiralling inflation and the cost of just about everything going up,…
Issue 46 – What does the residential property landscape look like?
Well the end of the financial year is upon us and much continues to be said about the effects of continuing inflation and rising interest rates on business (small businesses in particular), property prices and as a result on the economy. In this article, we look at how the residential property landscape is changing beyond…
Issue 45: Property investment from a different perspective – Commercial Real Estate Credit
Property is an investment class much favoured by Australian investors; be it held directly via a residential investment property, through a listed A-REIT or perhaps a premise from where owners conduct a business. In many cases these investments form part of a SMSF. As at March, SMSFs held around $135 billion in non-residential and residential…
Issue 44: To SMSF or not – How the sector performs against APRA funds
Probably a question asked by many contemplating starting or continuing to run an SMSF. And rightly so as the decision to directly manage you retirement savings is one that should not be taken lightly by any member of an SMSF. For some, it may also be the anticipated time involved with running an SMSF that…
Academic Paper | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
Research Summary | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
Fact Sheet | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
Cost of Operating SMSFs 2020
Our vision is to enable Australians to take greater control of their financial future through a sustainable Self Managed Super Fund (SMSF) community. We believe that every Australian has the right to a good quality of life in retirement and the right to control their own destiny. Further to this, we believe that better outcomes…
FPA Share the Dream 2018 Research Report
The 2018 Financial Planning Week, run by the Financial Planning Association of Australia, focused on the next wave of ‘dreamers’, sharing money wisdom and practical tips with the people raising the next generation, so they can pass on the financial habits and skills that children will need later on in life. The research includes the…
2018 SMSF Insights Research Paper: Diversification in self managed super funds
Prepared by Investment Trends for BT Financial Group in partnership with the SMSF Association The SMSF Insights Research Paper on Diversification in SMSFs details the results of a short quantitative online survey of financial planners conducted between February and March 2018. Choosing what investments to include in a portfolio is seldom an easy task. This…