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.

Beware the base effects when looking at data & performance figures right now

As economic data continues to come in red hot across a wide range of metrics, companies report very strong earnings growth...

Read article

Delivering income in a low yield world

Generating a meaningful level of income within the risk constraints of a retirement portfolio has certainly had its challe...

Read article

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