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Investment insights

Bringing you the latest investment insights and education materials from industry experts.

Insights
23rd Nov

23 Nov 2023
SMSFs ― an intergenerational advice solution

There was once a time when really sophisticated financial advice strategies could involve super being transferred from one generation to

SMSFs ― an intergenerational advice solution

There was once a time when really sophisticated financial advice strategies could involve super being transferred from one generation to

Insights
23rd Nov

23 Nov 2023
Making the most of SMSFs ― the double tax deduction strategy

A summary of what you’ll read about in this guide: Introduction For the 2023/24 income year the cap on ‘concessional

Making the most of SMSFs ― the double tax deduction strategy

A summary of what you’ll read about in this guide: Introduction For the 2023/24 income year the cap on ‘concessional

Insights
23rd Nov

23 Nov 2023
The miracle of SMSF portability

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

The miracle of SMSF portability

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

Webinars
26th Sep

26 Sep 2023
Younger investors driving growth in the SMSF market | Webinar

In this webinar, Greg Hansen (Executive Group Strategy at HUB24), Jo Hurley (General Manager Growth at Class), Meg Heffron (Managing

Younger investors driving growth in the SMSF market | Webinar

In this webinar, Greg Hansen (Executive Group Strategy at HUB24), Jo Hurley (General Manager Growth at Class), Meg Heffron (Managing

Insights
19th Sep

19 Sep 2023
Changing our approach to SMSFs

A recent ASIC Information Sheet release provided further guidance on giving self managed super fund advice. Whist this provides further

Changing our approach to SMSFs

A recent ASIC Information Sheet release provided further guidance on giving self managed super fund advice. Whist this provides further

Insights
19th Sep

19 Sep 2023
The hidden benefits of SMSFs

There’s a lot more to SMSFs than flexibility and control. Three SMSF experts weigh in on some of the overlooked

The hidden benefits of SMSFs

There’s a lot more to SMSFs than flexibility and control. Three SMSF experts weigh in on some of the overlooked

Insights
15th Aug

15 Aug 2023
Super is meant to be shared

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

Super is meant to be shared

This article by Meg Heffron is written for clients. You can download a copy of the article to share with

Surfer on waves

Insights
15th May

15 May 2023
Investing for the future, with clients of the future

As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and

Investing for the future, with clients of the future

As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and

Insights
13th May

13 May 2021
Budget overview from BetaShares’ Chief Economist: Going for growth

David Bassanese is chief economist at BetaShares Exchange Traded Funds. He writes on markets specialising in debt, derivatives and monetary policy.

Budget overview from BetaShares’ Chief Economist: Going for growth

David Bassanese is chief economist at BetaShares Exchange Traded Funds. He writes on markets specialising in debt, derivatives and monetary policy.

Insights
4th Feb

4 Feb 2021
Using technology to build a framework of trust

Trust, transparency, and technology can work together to provide a strong framework from which an advice practice can address changes

Using technology to build a framework of trust

Trust, transparency, and technology can work together to provide a strong framework from which an advice practice can address changes