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.

ETF Research Updates: SYI, WDIV, SLF, SSO, DJRE, QMIX,

15/10/2020 SPDR MSCI Australia High Dividend Yield Fund Recommendation Change: — / ASX Code: SYI Lonsec has m...

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Macro Strategy Update: the narratives vs the data

As often happens in markets, there is a constant battle between the narratives and the economic data. And more often than ...

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ETF Research Updates: STW, WEMG, SPY, EBND, BNDS, HBRD

14/10/2020 SPDR S&P/ASX 200 Fund Recommendation Change: — / ASX Code: STW Lonsec has maintained the Fund&...

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Month in Review

Month in Review takes a snapshot and provides commentary on what happened in the month of September. This includes: Perfo...

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From ‘back in black’ to ‘digging deep’: Will the budget do enough to support recovery?

If the May 2019 Budget was all about back to black, this year’s Budget is all about rescuing and repairing the econ...

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How COVID-19 has reshaped Australian households & businesses

The shockwaves caused by the COVID-19 pandemic are still being felt across the economy with extreme readings observed acro...

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The ATO’s voluntary disclosure service

The ATO have recently provided a reminder to both SMSF trustees and their auditors about the use of their voluntary disclo...

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Macro Strategy: US stimulus goes AWOL while Australia goes big

There is just something weird about that heading, at least in historical terms. Isn’t the US the unashamed creator of pe...

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Company Updates: ARB, NST, SKC, MSB, CKF, RWC, AMP,

08/10/2020 ARB Corporation Ltd (ARB) provided a market update yesterday for its 1Q21 trading performance, with unaudited s...

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