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 financial advisers and other industry professionals, we now offer this remarkable depth of capability and experience directly to SMSF Investors. 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

,

Market Overview and Positioning Update

Following Lonsec’s Asset Allocation Investment Committee meeting in June, we asked Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the current market drivers and challenges, and how these impacted Lonsec’s…
/ by Lukasz de Pourbaix
,

Why the recent movement in the yield curve matters

The yield curve shows how yields for bonds of the same credit rating, typically government bonds, differ based on maturity date. It sounds simple and yet from this curve one can glean insights into market expectations of inflation, economic…
/ by Ron Mehmet
,

Office Property: From Boom to Bust?

Pre-pandemic, Australian office market fundamentals were solid and in high demand from both investors and tenants. This was supported to a large extent by high population and employment growth, significant infrastructure spending by governments…
/ by Lonsec
,

Redesigning your practice with Managed Accounts

Lonsec works closely with advisers to build solutions that enhance a practices ability to serve clients, while building greater operational efficiencies. As innovators in managed accounts, we've always believed in their power to transform an…
/ by Lonsec
,

Budget 2021-22 analysis

Federal government doubles down on expansionary budget It’s been only seven months since the last federal budget in October 2020, which was delayed in order to give the government maximum flexibility to respond to the COVID-19 pandemic. This…
/ by Gordon Toy
,

Media release: Lonsec appoints new CEO

The Lonsec Board of Directors is very pleased to announce the appointment of Mike Wright as CEO of Lonsec effective 5th July 2021. Lonsec Chairman Mark Spiers said, “Mike's unique blend of leading teams to develop and implement client-oriented…
/ by Rob Hardy
,

Diversification lessons in multi-asset portfolios

While the use of a value approach or value (factor) bias is often associated with equity portfolios, the extraordinary events in early 2020 served as a reminder of the value bias inherent in many multi asset solutions. This bias results from…
/ by Dylan Pike
,

Delivering income in a low-yield world

Generating a meaningful level of income within the risk constraints of a retirement portfolio has certainly had its challenges over the last 12 months. When the full effects of the COVID-19 pandemic hit in March 2020, a number of usually…
/ by Deanne Baker
,

Insights from our CIO – Structural pressures to keep inflation in check

By Lukasz de Pourbaix, Executive Director & CIO - Lonsec Investment Solutions Markets have been buoyed as signs of an economic recovery continue to be reflected in economic data. The IMF (International Monetary Fund) has revised their…
/ by Lukasz de Pourbaix

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.