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.

ESG – more than a style classification

In 2020 Lonsec introduced ESG assessment scores for all its managed fund reviews. More than just a simple style classifica...

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Global Infrastructure Sector Update

For both income focussed investors and those preferring a diversified portfolio across various assets classes, infrastruct...

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Lonsec TV – Quarterly Update – Lonsec Listed Managed Portfolios

The positive market momentum continued over the June quarter, leading to historical returns over the financial year, with ...

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Extension of temporary reduction in super minimum drawdown rates

In 2020 as part of the Government’s response to COVID-19, the minimum drawdown rates for SMSF members receiving an i...

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Chart of the Week: how inflation negatively affects the business cycle

One of the key themes of 2021 has been the return of inflation, after many years of absence. In fact, there would be an en...

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Gold trending higher and what’s driving it

Gold is one of those assets that has a lot of misinformation around it. It gets promoted by some as something to be held w...

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The transfer balance cap – changes from 1 July

The transfer balance cap is essentially a limit on how much superannuation a member can transfer from the accumulation pha...

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Investment Ideas in Fixed Interest

Following on from our recent Fixed Income Review that was published for members, let’s have a look at some investment id...

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Why the recent move in the yield curve maters

The yield curve shows how yields for bonds of the same credit rating, typically government bonds, differ based on maturity...

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