Get travelling: No excuse for SMSF shares xenophobia
Australia’s army of self-managed super fund (SMSF) proprietors show their patriotism in their asset allocation: while they have just under 30% of their portfolios in Australian shares, on the most recent data, their international share holdings are a fraction of this, at 1.2%.
Apps to calculate your return
As an experienced financial adviser, with over 15 years in the industry assisting and supporting many self-directed investors, I’m always stunned to learn how few investors actively measure the performance of their portfolio. By measuring performance, I don’t mean looking at your 30 June value, dividends receives, or comparing CSL Ltd’s (ASX:CSL) price today to that when you bought for $2 at float; I mean the actual returns you have delivered from hours of analysis for your family.
ATO clarifies SMSF borrowing arrangements
The Australian Taxation Office (ATO) has set out the test it will apply when determining…
How Investors Could have Spotted Lendlease’s Capital Raising
You may remember us writing about the ‘diversified’ development, construction and property management business Lend Lease Group.
