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 … Continue reading Is your SMSF adequately diversified?

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 … Continue reading Investment Strategies


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, … Continue reading Collectables