Latest Commentary, Ideas & Updates

Find the latest commentary, investment 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.

Coronavirus outbreak and market impact

The outbreak of the coronavirus in over 28 countries has sent shockwaves through global financial markets over the past fo...

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Hybrids / listed income yield report – February

The Hybrids / Listed Income investments monthly yield report is now available for February 2020. This report includes the ...

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Macro Update – The USA

The United States and China signed the Phase One trade deal on January 15, an agreement whereby the US will not lift tarif...

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Macro Update – Australia

Following a very strong performance in 2019 the Australian equity market has started 2020 in the same manner. One would or...

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SMSF Trustee update – Bushfires + early release warning

Bushfire support for SMSFs: The ATO has just released an update for any SMSFs that were in what they call a “bushfir...

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Changes to Core Model Shares Portfolio

Lonsec have made a change to their Core model share portfolio, with the removal of one company, and replacing it with anot...

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Month in Review – Dec 2019

Reviewing the month of December 2019 with snapshot commentary across: Australian shares Global shares Property Fixed Inte...

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Corporate Action Journal Update

Lonsec’s latest Corporate Action Journal has just been added, issued 07/01/2020. It includes information and corpora...

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Hybrids / Listed Income Yield Report – January

The Hybrids / Listed Income investments monthly yield report is now available for January 2020. This report includes the k...

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