About Us

Overall winner “Research House of the Year” for the past 4 years running. Australia’s largest research team with over 60 research professionals.

Who we are

The SMSF Investor is an initiative of Lonsec – Australia’s premier investment research house that has been awarded Money Management’s “Research House of the Year” for the past 4 years running in 2016, 2017, 2018 & 2019.

It combines institutional quality investment research & education from the country’s largest  investment research team, with SMSF trustee education.

Our objective is to provide SMSF trustees with a central port of call that enables them to 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.

Lonsec has a long and distinguished history of providing the highest quality investment research and managed portfolios to the financial adviser community, and sets the industry standard of providing independent “ratings” on investment assets and superannuation funds.

The SMSF Investor now brings this remarkable depth of capability and experience directly to you – the SMSF Investor.

The Lonsec Advantage

We understand that the investment space is crowded, often with contradicting information and each opinion claiming to be the best. Many are either individuals, small teams with limited capacity for research, commentary on niche areas, or financial journalists relaying commentary from other investment professionals - with Lonsec it's different.

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.

An established range of model and fully manged portfolios with solid long-term performance.

Comprehensive research based on years of knowledge and expertise put to the test in the real world, with real money, over many years. It’s not just theory, or random articles. It’s real and it works.

Put it all together, and you have the most complete investment solution available for savvy, thoughtful SMSF investors. This is the "Lonsec Advantage".

Our People

With over 120 staff and over 60 investment research professionals, our entire team is just way too large to put on one page, so here are just a few of Lonsec's key personnel to give you a flavour of the quality of our people. Click on the name to view their profile.

Our Values

Our values are an essential part of who we are, and inform our vision as a business as well as how we deal with our members and each other. We believe strongly in responsible action, supporting the integrity of the financial industry, and maintaining the highest standards of professional and ethical conduct.

Integrity

We stand behind our promises and always do the right thing by our people and members

Client-focused

Our culture puts the investor at the core and focuses on helping them achieve their goals

Innovative

We anticipate market needs and opportunities and develop contemporary solutions

Independent thinkers

We never compromise on quality or objectiveness to deliver trusted, high conviction insights

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