Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Australian & global property market update

Australian and global property markets In the March quarter 2021 Australian property securities lost ground (S&P/ASX 3...

Read article

3 things you must do before investing in a sustainable fund

It sounds simple enough: invest in things that are good for the planet and society. Investing sustainably should be that s...

Read article

Strategy: under the hood, some caution and defensiveness has entered into the market

If one was only to look at the headline indices, then it would not appear that much is going on. The S&P 500 is back u...

Read article

As our values change, so does the investment product market

The investment product market has evolved over the decades to cater to a wide range of investor needs and objectives. Now,...

Read article

ATO warn of new illegal scheme targeting SMSFs

The ATO have recently alerted taxpayers to a new illegal scheme that is being promoted. They have found a scheme whereby S...

Read article

WAM Global Ltd (WGB): Initiating coverage

WAM Global Limited Recommendation Change: New / ASX Code: WGB Lonsec has initiated coverage of listed investment compa...

Read article

Crypto: the next ‘tulip’ or a genuine emerging asset class?

One thing is for certain: everyone has a view on cryptocurrency, and in most cases it’s a tale of extremes. On one side ...

Read article

Investment Ideas: Top performing fixed income ETFs

Investing is not just all about shares, especially for those investors and SMSF trustees who may be close to, or already i...

Read article

What Australia’s yield curve movements mean for active investors

The yield curve is one of the most watched barometers of perceived economic health in financial markets. Investors turn to...

Read article