Search Results | Showing 1 - 10 of 25 results for "SMSF portfolios" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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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