INVESTMENT FUND News & Analysis

Property investment in SMSFs is a popular strategy for retirement wealth. Compliance is essential to avoid risks like the sole purpose test,...

An investment property tax expert runs through what every investment property owner should know

My dilemma of how to handle a position in my portfolio that has grown too large.

Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...

Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the future. 

Does the sales pitch for private assets hold up to scrutiny?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?

What a trip to Monte Carlo can teach you about having a more secure retirement. 

Resilience is an underappreciated quality in a portfolio and life.

I go through the reasons I choose not to hold cash.