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.

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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Is there value left in banks, healthcare update, and a forward look at financials

About a month ago, we highlighted here an opportunity that was emerging in the healthcare sector, which had been going in ...

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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...

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An opportunity in Healthcare? Follow the process.

Exposure to the Healthcare sector is a long running theme with investors for the past decade, with it’s ever growing im...

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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...

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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,...

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Investment Ideas: value in Tech after the sell off? IRE under the radar

The recent sell off in the previously bulletproof tech sector has caught many investors off guard, particularly those that...

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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...

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Investment Ideas: Elders (ELD)

Elders Ltd (ELD) is Australia’s leading rural services and products supplier to the farming sector supporting primary pr...

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