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Is there a better option than an SMSF?

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Manage episode 506122446 series 2912768
Content provided by Morningstar Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the investments they want, and in the proportion they’d like to. They allow a level of customisation to invest in asset classes that aren’t available through traditional superfunds. The popularity of SMSFs with investors – particularly investors with high balances – has caused the industry to innovate to provide another option. In this episode, Mark and Shani discuss Direct Investment options that may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio administration.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

279 episodes

Artwork
iconShare
 
Manage episode 506122446 series 2912768
Content provided by Morningstar Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the investments they want, and in the proportion they’d like to. They allow a level of customisation to invest in asset classes that aren’t available through traditional superfunds. The popularity of SMSFs with investors – particularly investors with high balances – has caused the industry to innovate to provide another option. In this episode, Mark and Shani discuss Direct Investment options that may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio administration.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

279 episodes

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