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

The second age of globalisation is beginning to buckle

Originally published in The Australian, 7 May 2022 This article presents the views of Alan Dupont and do not necessarily reflect those of Lonsec. The ripple effects of the Russo-Ukrainian war are spreading and intensifying. Deglobalisation…
/ by Alan Dupont

Media release: Super Funds Bounce Back in March

A market bounce in March has supported super fund performance, with the global economy maintaining a reasonable degree of momentum. However, inflation concerns continue to mount as consumers face cost pressures. The Reserve Bank of Australia…
/ by Kirby Rappell

Media release: Lonsec continues to support the growth of Managed Accounts

Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth and breadth of Australia’s leading research provider,…
/ by Rob Hardy

Five questions to ask before plunging in to an ETF

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets,…
/ by Nick Field

Media release: Lonsec Investment Solutions adds to team as Managed Accounts hit record inflows

Lonsec has announced three key hires to their Lonsec Investment Solutions (LIS) team to support the significant expansion of their managed account and consulting businesses. Ron Mehmet, currently Head of Fixed Income Research at Lonsec Research…
/ by Rob Hardy

Media Release: Lonsec announces staff can work from anywhere in the world

Research House Lonsec has announced significant changes to its working policies, in response to the insights gained during the COVID shutdown and feedback from its staff. The necessity of working from home during the pandemic showed that…
/ by Nicci Chaplin

Media Release: How to choose the right financial adviser

When it comes to choosing a good financial adviser, it is important to find someone that you trust, shares your investment ethos and who has experience investing for someone at your stage in life. Whether you are nearing retirement or just…
/ by Brendan Tully

Media release: Long-term focus needed for super

Super fund performance was impacted in January following a turbulent month for domestic and global equities, as rising inflation concerns, and looming rate hikes added to investors’ worries. Supply shortages relating to COVID-19 have put…
/ by Kirby Rappell
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Market & Portfolio Update: Volatility and Market Uncertainty

Volatility and market uncertainty is increasing as markets react to news about interest rate rises. We asked Chief Investment Officer, Lukasz de Pourbaix, to give us an update on whether the current market situation has impacted Lonsec’s dynamic…
/ 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.