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Knowing trends can help provide better investment advice

Knowing where SMSFs are investing can help advisers determine the best approach for their clients. Philip La Greca, Executive Manager, SMSF Technical and Strategic Solutions at SuperConcepts, said

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SMSF Investment Patterns Report – Q4 2022

SuperConcepts releases quarterly SMSF Investment Patterns Survey analysing the investments of over 4,400 funds, representing $7 billion in assets, as at 31 December 2022. SMSF administration and

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SMSF Investment Patterns Report – Q4 2022

SuperConcepts releases quarterly SMSF Investment Patterns Survey analysing the investments of over 4,400 funds, representing $7 billion in assets, as at 31 December 2022. SMSF administration a

Investment-patterns , Strategic-solutions , Patterns-survey , Concepts-executive-manager-technical , Philip-la-greca , Patterns-report , Smsf , Nvestment , Atterns , Eport , 022

Australian equities retain grip on SMSFs assets

The largest portion of the SMSF investment pool is held in domestic shares, according to a recent survey. Australian equities remain the dominant asset class for SMSFs at 38.8 per cent, according to

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Australian equity still holds 'lion's share' of SMSF assets

Australian equities still account for the largest portion of the SMSF investment pool at nearly 39 per cent, according to a recent survey. SuperConcepts has released the SMSF Investment Patterns Sur

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How self-funded retirees can qualify for the Commonwealth Seniors Health Card

What you need to know if you want cheaper medicines, medical expenses and other concessions that will save you money as a self-funded retiree.

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SuperConcepts launches new suite of SMSF services

SMSF services provider SuperConcepts has further expanded its offering with the addition of specialist consultation services. The service will be available to both individuals and professionals inclu

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Superannuation: How to boost your super with a tax break

Personal contributions and transfers of shares are among strategies worth considering.

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SMSFs embracing managed funds, ETFs, new research shows

Almost a third of SMSF assets are now invested pooled structures, with SMSFs using managed funds and ETFs to access international equities and fixed interest, according to a recent SuperConcepts sur

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SMSFs embracing managed funds and ETFs, new research shows

Almost a third of SMSF assets are now invested pooled structures, with SMSFs using managed funds and ETFs to access international equities and fixed interest, according to a recent SuperConcepts sur

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