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SuperConcepts

Top 10 most exotic SMSF investments

A SuperConcepts data analysis of 2,450 SMSF funds worth $3.2 billion has revealed why trustees typically make investments in assets that are deemed ‘exotic’

SMSF year-end checklist FY16

A checklist of 15 items to consider prior to 30 June 2016, covering contributions, tax deductions, timing, tax offsets, government subsidies, pensions, PAYG benefits, valuing assets, related party transactions and rule changes.

SMSF Investment Patterns Survey March 2016

This report on SMSF investing trends is more accurate than the ATO data because it looks at the actual asset classes rather than broad categories such as ‘managed funds’.

Latest Updates

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Retirement

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Superannuation

Markets have always delivered for super fund members. What if they don’t?

What happens if market resilience in the face of ongoing geopolitical tensions ends? Potential decade-long market weakness shows the need for contingency planning.

Retirement

We tend to spend less in retirement …

Studies show that a drop in expenditure during retirement leads to a happier retirement. But when costs ramp up again later in life, it's a guaranteed income that makes spending more hurt less.

Shares

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Investors are too quick to dismiss this valuation technique. 

Property

The 25-year property trust default is being questioned

The 33% CGT discount rate being floated isn’t random. It sits at the structural break-even between trust and company for the multi-property cohort. That’s driving the conversation we’re hearing now.

Investment strategies

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival.

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