Equipping investors with the tools and research they need to achieve their investment outcomes

The SMSF Investor – Empowering SMSF Trustees

The SMSF Investor is an initiative of Lonsec, combining online SMSF trustee education with our investment research & insights. Find out how our award-winning research can help you can achieve your SMSF’s investment objectives.

See how your Super Fund stacks up

SuperRatings’ mission is to close the information divide between super funds and their members, and create a stronger super industry that benefits all Australians. Find out how your super fund stacks up with our Product Ratings and Top 10.

Access Lonsec’s award-winning research

Previously only available to advisers and other industry professionals, we will be bringing this remarkable depth of capability and experience directly to SMSF Investors later this year. Access our research on ASX 200 equities, listed products, ETF’s, mFunds and a range of other investment products through The SMSF Investor.

How we help DIY investors

We provide individual investors with the information, tools and thought leadership to help them navigate Australia’s investment product landscape. Whether your goal is construct and manage your own high-quality multi-asset portfolio, or simply get more value from your superannuation, Lonsec’s breadth and depth of institutional grade research can help you build your wealth and meet your investment objectives.

News & Insights

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The coronavirus outbreak and the impact on financial markets

The outbreak of the coronavirus in over 28 countries has sent shockwaves through global financial markets over the past fortnight with increasing levels of uncertainty and misinformation evident across a number of regions. While there are many…
/ by Danial Moradi
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Retirement Income Review – what you should know

What is it? In September 2019, Treasurer Josh Frydenberg announced a long-awaited independent review of Australia’s retirement income system. The review, recommended by the Productivity Commission, will examine the retirement income…
/ by Michael Elsworth

What will markets bring in 2020?

Happy New Year and welcome back! It has been a tumultuous time for our country and our thoughts go out to those that have lost homes and loved ones due to the bushfires that have engulfed Australia. Calendar year 2019 saw most asset classes…
/ by Lukasz de Pourbaix
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UniSuper takes top spot in 2019

For consumers, 2019 was a year best forgotten as negative economic news created an almost perpetual drag on sentiment and global uncertainty resulted in repeated bouts of volatility. But for investors, including Australia’s 15 million super…
/ by Kirby Rappell
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Super funds give consumers solace during tough 2019

Super funds are on track to finish 2019 with the strongest returns in years, defying fears of a market fade in the final quarter. While market conditions have been challenging, investors have not yet succumbed to the negative economic headlines,…
/ by Kirby Rappell
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2019 ends with a ‘mini-cycle’

Markets continued their upward trajectory in November. When you look at the returns across key asset classes over the last 12 months most asset classes have generated double digit returns. Growth assets such as equities and listed real assets…
/ by Lukasz de Pourbaix
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APRA heatmaps should be put on ice

The question no-one wants to ask is – Why are APRA collecting, interpreting and then publishing information in the public domain? The answer is simple – They shouldn’t be! Instead of regulating, APRA are now trying to play the shame…
/ by Jeff Bresnahan
Super funds rebuild momentum in December quarter
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Super funds rebuild momentum in December quarter

Super funds are off to a positive start in the December quarter, regaining momentum following a rocky September and paving the way for double-digit returns for the 2019 calendar year. While markets have come under pressure in recent months,…
/ by Kirby Rappell

Lonsec number one among advisers for fourth year running

Lonsec has again been voted Research House of the Year according to an annual survey of financial advisers and fund managers conducted by and reported in Money Management magazine. Lonsec this year was considered highly regarded among advisers…
/ by Gordon Toy

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.