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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’

Behavioural factors in SMSF asset allocation

  • 2 November 2017

SMSFs primarily invest in three asset classes – cash, domestic shares and direct property. Commentators often suggest that home bias – a behavioural trait of investors who disproportionately prefer more familiar domestic assets – is responsible for the lack of international asset holdings in SMSFs.

4 common SMSF mistakes to avoid

  • 4 October 2017

Starting and running an SMSF can be a great way to build wealth for the future, but it also comes with some serious responsibilities.

SMSFs treading water

  • 21 September 2017

Despite small gains in balances, investment returns will be lower for longer and many SMSFs are further away from achieving their retirement goals than previously.

SMSF Investment Patterns Survey June 2017

  • 17 August 2017

Contributions triple ahead of super changes SMSF trustees looking to make higher non-concessional contributions before the rule changes on July 1 significantly increased contributions.

SMSF Investment Patterns Survey

  • 18 May 2017

In the March 2017 quarter, the average benefit payment increased significantly from $16,256 to $27,900. Overall contribution levels also continued to rise, a reversal of the historical trend where Q1 was always the lowest quarter each year.

SMSF Investment Patterns Survey Dec 2016

  • 23 February 2017

SMSF Investment Patterns Survey – December 2016 SuperConcepts undertakes a quarterly analysis of its SMSF client investments to identify emerging investment trends.

SMSF Investment Patterns Survey – Sept 2016

  • 11 November 2016

SuperConcepts undertakes a quarterly analysis of its SMSF client investments to get a closer insight into how SMSF trustees invest and to identify emerging investment trends. The survey covers around 2900 funds, a sample of the SMSFs SuperConcepts administers and the investments they held at the end of each quarter. Funds are administered on a daily basis which ensures data is based on actual investments and is completely up to date.

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’.

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Australian house prices: Part 2, the bigger picture

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Australian house prices: Part 1, how worried should we be?

Three key indicators are useful for predicting the short-term outlook for house prices, although tighter lockdowns make the outlook gloomier. There is enough doubt to create cause for concern.

Welcome to Firstlinks Edition 369

Imagine you had perfect foresight about COVID-19 at the start of the year. You correctly foresaw that the global pandemic would kill over 700,000 among 20 million infections by August. In Australia, borders would close, cities would be locked down, most mortgagors would be on income support and companies would be allowed to trade while insolvent. You then had to guess how much the stock market would fall. Would you say about 10%?

  • 6 August 2020

The rise of Afterpay and emergence of a new business model

Sometimes the simplest ideas are the best. The founders of Afterpay stumbled on the attraction for consumers of paying by instalments, and now retailers must offer the facility or lose business.

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