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 Government Stimulus Measures – will it be enough?

As the COVID-19 pandemic sweeps across the globe, shutting down countries and closing borders, the Australian Government h...

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Macro in a Minute: Update on US jobless claims

Last week we reported on the enormous increase in US initial jobless claims, where the one week increase completely change...

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New SMSF Member Infographic

The ATO have released a new infographic of SMSF Members by gender 2017-2018. That particular date is when the ATO have the...

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Late SMSF annual return will change your fund status

The ATO have recently announced that SMSFs that lodge their annual return late will receive a “change in the status&...

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Pressure on managed funds to re-value assets

In the wake of the large falls in listed market valuations for stocks, including listed property and infrastructure stocks...

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Managed Accounts Portfolio Positioning Update

Lonsec’s Current Positioning Slight underweight to risk assets, in particular Australian and Global equities, with a vi...

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Hybrids and COVID-19 Volatility

The Listed Income universe has not been immune to the recent market volatility that has engulfed global financial markets ...

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Consumer sectors hit hardest by COVID-19

Household consumption accounts for 56% of Australia’s GDP, making it the main engine of growth for the economy. When hou...

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The Fed’s bazooka as the data collapse begins

Key points: US Fed brings out the bazooka with a huge intervention going further than ever before Philly Fed business out...

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