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Issue 15: How did your SMSF portfolio survive reporting season?

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 they report their…

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Issue 14: Property and Infrastructure – do they fit into my SMSF?

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 be running…

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Issue 13: Revisiting the fundamentals of your SMSF investing

As I welcome you to the start of a new financial year, above all, I trust you, your family members, friends and colleagues are all in good health. Beyond your personal heath an important consideration for many at this time will be the health of their SMSF and its investment portfolio and I’m guessing that…

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Issue 12: Are alternative assets right for your SMSF?

It’s hard to believe that this is the twelfth article in this series; even more so when we consider that when the first was written a year ago, we were in a very different investment environment. With the change in fortunes for markets over recent months, some investors and SMSF trustees may find it somewhat…

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Issue 11: Portfolio repair to your SMSF following market disruption

Hello once more and thank you for joining in during these challenging times and once again, I trust that you, your family, friends and colleagues are all well and are starting to feel more comfortable as some social restrictions begin to be lifted. As the overriding principle for restrictions to continue to be lifted is…

InvestingNews

Be aware of biases

Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association As the curve continues to flatten and as states around Australia begin to ease lockdown restrictions, many might be wondering what life will look like “on the other side” of the COVID-19 crisis. Restarting economies after they have been in…

InvestingNewsSMSF Insights

Risk and rebalance

Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association It’s often said that for a better chance at investment success, portfolio decisions should never be guided by specific moments. This is probably more evident than ever in this volatile market, where daily swings can reach surprising heights and then…