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Showing 1 - 10 of 25 results for "SMSF portfolios"

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised SMSF portfolios were allocated to ETFs in 2025. This compares to self-directed investors' allocation of just 9.3% of a portfolio. The ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... manager at DEXX&R before joining Dixon Advisory, where he developed asset allocation and investment strategies for SMSF portfolios. Aware Real Estate has promoted Edwin Cheung to investment manager. Cheung joined the business in July 2022 as a portfolio ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... linked to the popularity of exchange-traded funds (ETFs). ETFs have grown in popularity with their presence in SMSF portfolios increasing by 1.3% year-on-year, with the younger generation preferring broad exposure to big blue chips at home and abroad. ...

New SMSF industry body launches

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
... navigate digital economy opportunities with proper governance." Banton commented that digital assets are now part of SMSF portfolios, but reporting and audit standards have not kept up. "I joined the council to help shape practical frameworks that make ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... allocation to cash and cash products. Meanwhile, direct share investments saw the largest relative decline in most SMSF portfolios. "It is typical to see increased allocation to defensive assets such as fixed income or cash products during uncertain ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN  |  THURSDAY, 17 NOV 2022
... had greater than 90% of their assets backed by an LRBA. But, while LRBA assets are making up a larger share of SMSF portfolios, SMSF borrowing proportion of total SMSF assets has remained largely stable and leverage ratios have decreased. "The proportion ...

New research backs diversified SMSF portfolios

CHLOE WALKER  |  THURSDAY, 21 APR 2022
New research conducted by the SMSF Association and the University of Adelaide confirms self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. The research, based on financial statement data from over ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... asset relief Minimum pension drawdowns SMSF residency relief With property making up a significant part of many SMSF portfolios, Maroney advised that rental relief is a serious consideration. "The ATO decision confirms SMSF landlords can continue providing ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
... will have a little impact on forward estimates of the commonwealth, particularly if it were to apply solely to SMSF portfolios, where asset allocation is most relevant and should reflect best practise. However, it will reduce the burden on the commonwealth ...

No one-size-fits-all approach to franking changes

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
... after the upcoming election. The panel failed to come to a consistent approach, speaking both to the diversity of SMSF portfolios and the investment options available. Vihari Ross, Magellan's head of research said the Australian market wouldn't ...
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