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.

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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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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SMSF Trustees – New Salary Sacrifice & SGC rules

New Salary Sacrifice and SGC rules from 1 January 2020. From the 1st of January 2020, the rules around how the superannuat...

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SUNPH – Suncorp Capital Notes 3 initial approved rating

Suncorp have issued a new round of capital notes, and Lonsec have provided an initial research note on it. Suncorp Capital...

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Macro update – risk dead ahead

19/11/2019 Key themes: US Equity earnings growth – S&P 500 index constituents have almost all reported for Q3 2...

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