SMSF Archives | BetaShares

Answers to your most-asked webinar FAQs

Reading time: 3 minutes
A large audience dialled into the latest of our fortnightly ‘Virus Crisis’ webinars last week. We received many questions from those who attended. David Bassanese, BetaShares Chief Economist, has provided responses to some of the most-asked questions by attendees.
1. You mentioned V,

Read more

The ETPs your SMSF needs to know about

Your SMSF needs to know about these ETPs

If you’re utilising a self-managed super fund (SMSF) for your superannuation, then you’ll want to be very smart and strategic about the portfolio that makes up that SMSF. After all, it is your retirement fund, and accumulating as much wealth through it as possible is essential.
Many people look to SMSFs in order to give them control over their superannuation.

Read more

Why Do SMSFs Choose to Invest in ETFs?

ETFs have been gaining popularity with Australian investors since they first launched on the Australian Securities Exchange (ASX) nearly 17 years ago. For many SMSF Trustees, ETFs offer a combination of advantages that align well with many SMSF and retirement planning goals. For a number of SMSFs, ETFs can be a particularly useful investment option and can be used in combination with traditional actively managed funds and individual shares.

Read more

A SUPER Strategy to consider

Following on from my recent blog, ‘Utilising leverage in investment portfolios’, I’d like to show you a potential gearing strategy you could consider within a Self-Managed Super Fund (SMSF). Remember this all assumes you’re comfortable with the concept of gearing and are willing to accept high levels of investment volatility and potentially large moves (both up and down) in your investment value.

Read more

Rollercoaster ride

Portfolio Construction: Long-run perspectives on sharemarket risk and returns

This note puts the recent sharemarket performance in a longer-run perspective. It highlights the fact that equity returns over the short-run can be uncomfortably volatile.  The note also suggests, however, that based on some longer-run valuation measures, the market is not especially expensive at current levels. Together with recent modest returns,

Read more

Niche in the New Year?

With the January sales in full swing savvy shoppers are looking to get more for their money. Savvy investors, on the other hand, should be aware of the value to be had all year round with ETFs, which I believe are the ultimate low cost diversifier.

Read more

Risk-on/Risk-off investing – using currency to de-risk global exposure

With the Australian dollar seemingly on a downward trend, investor interest in gaining offshore investment exposure is growing. In our recent Portfolio Construction post, we looked at some strategies to implement ‘risk-on/risk-off’ for domestic equities exposures. In this post, we look at how currency can be used to de-risk your international share allocations.

Read more

Using BetaShares Funds to implement ‘risk on/risk off’ investing

In a previous post for our Portfolio Construction series we explored the concept of a ‘risk-on/risk-off’ investment strategy and dynamic asset allocation (DAA) as a way to attempt to position portfolios for markets with different levels of perceived risk. In this post, we look at some specific BetaShares tools that investors have used as part of DAA strategies:

Read more

How Exchange Traded Products increase pair power

One of the difficulties in share market investing is that you may invest in an individual stock – due to your positive opinion on an individual company’s prospects – only to see its share price stumble in a market-wide sell-off. This is because when you buy an individual stock, you can’t separate market risk from company risk. 

Read more

Debunking 5 common myths about ETFs

In my last blog piece I set out what I thought were the top 6 tips for trading ETFs.  In my daily contact with clients, I am often asked a series of the same questions from a wide variety of investors. As such, for this post for the BetaShares Academy I thought I’d take some time to debunk some of the most common misconceptions that come up when discussing ETFs with investors and their advisers.

Read more