WELCOME TO THE SMSF INVESTOR
The SMSF Investor is an initiative of Lonsec, Australia’s leading award winning investment research house.
It combines online SMSF trustee education, along with high quality investment research & guidance from the country’s largest investment research team.
Our objective is to provide SMSF trustees with a central port of call for information and education that enables them to fully optimise the benefits of their SMSF, whilst also providing updates when laws or ATO decisions change.
Combined with Lonsec’s award winning investment research, The SMSF Investor becomes the ultimate online resource for SMSF trustees.
FULLY OPTIMISE THE BENEFITS OF YOUR SMSF WITH OUR COMPREHENSIVE TRUSTEE EDUCATION
SMSF FUNDAMENTALS
If you are just beginning in your SMSF journey, then this is where you start. SMSF Fundamentals will help you learn what an SMSF is, the benefit of these vehicles, and how to set one up. It’ll take you through the issues you need to think about before you start, and your trustee obligations. One of those obligations is completing annual administration obligations, and we’ll show you the various options to get that done and to avoid the pitfalls.
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SMSF SETUP & ANNUAL ADMIN TIPS & TRAPS
Establishing your SMSF can be a relatively simple exercise, and does not need to be complicated if you can follow a series of steps. Likewise, the annual administration of your fund can be fairly painless if you are organised. For both however, there are a number of issues to be considered that are generally not well known. We'll take you through those so you can make some educated choices right from the start.
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SMSF STRATEGY GUIDE
(ONLINE LIBRARY)
Our SMSF Strategy Guide is our online, written library of technical information that enables you to look up what you are allowed to do under the superannuation laws, and what strategies you can implement. It is organised according to the lifecycle of a SMSF, and so its easy to find what you are looking for. Plus, it’s written in plain English, so you can actually understand it.
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SMSF MASTERY (ONLINE VIDEO LEARNING)
Mastery is defined as having "comprehensive knowledge or skill in a particular subject", and our online video learning seeks to give you just that. It goes well beyond the usual basic stuff you see out there about SMSFs, and provides you with a practical framework within which to create a high quality SMSF for you and your family, that can last generations into the future. This is done by optimising the 8 key areas of your self managed super fund.
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GROW WITH LONSEC'S AWARD WINNING INVESTMENT RESEARCH
Lonsec are Australia's premier investment research house having won Money Management's "Research House of the Year" award many times, including for the past 3 years running in 2016, 2017, and 2018.
With a highly-experienced team of over 60 investment research professionals covering global macro strategy, strategic asset allocation, ASX 200 stocks, ETF's, LIC's, interest rate securities, traditional managed funds, and alternative assets, our research is unparalleled in it's breadth and depth.
Previously only available to advisers and other industry professionals, we will be bringing this remarkable depth of capability and experience directly to you - the SMSF Investor - later this year.
In the meantime, we will be providing a small curated selection of investment research for SMSF trustees on this site, to enable you to get a flavour of what is coming.
CLICK HERE to get access to all our SMSF education, as well as get pre-notification of when our full investment research member site will become available.