Is your SMSF adequately diversified?

SMSF trustees need to truly understand diversification and better diversify their portfolios. The benefits of a well-diversified portfolio are numerous but the key ones that SMSF trustees should focus on are the benefits of mitigating volatility and short-term downside investment risks, preserving capital and the long-run benefits of higher overall returns. By spreading an SMSF’s …

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Investment Strategies

It’s time to think about your investment strategy You’ve made it through the financial year and navigated the new superannuation laws that took effect on 1 July 2017 but there is one thing you should always think about and that’s your investment strategy. Additionally, there is no better time than right after a financial year end …

Collectables

Collectables and personal-use assets rules are changing. Are you ready? With the end of the financial year fast approaching have you taken action to ensure that any collectables or personal-use assets your SMSF acquired before 1 July 2011 now meet the new rules? Collectables and personal-use assets include assets such as artwork, jewellery, antiques, vehicles, …