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

Finding good active managers pays off

Active management has fallen out of favour among investors, reflecting changing investor preferences and the scars of the Global Financial Crisis, which have led investors to shun stock pickers and more elaborate strategies in favour of lower-cost,…
/ by Richard Dalidowicz
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Risk measurements in retirement solutions

When accumulating savings for retirement, the investment objective is clear – to grow and maximise savings.
/ by Michael Elsworth
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Timing of negative super returns can determine fate of retirees

A combination of factors has created fertile ground for market volatility, resulting in a bumpy ride for super members, who have experienced six negative monthly returns over the past year. According to SuperRatings, the median balanced option…
/ by Kirby Rappell
Volcano

Alternative assets can create opportunities in a volatile world

Prolonged QE lulled markets into a false sense of stability
/ by Calvin Richardson

Advisers must avoid the managed account conflict trap

Managed accounts are exploding in popularity due to the clear advantages they offer licensees and their clients, but leading investment research house Lonsec has warned that advisers are gambling with their business if they don’t address potential…
/ by Rob Hardy

Dark clouds hovering as bond yields spell trouble

Bonds have been unrelenting in 2019, rising in stark defiance of investors who called a fade to the rally in late 2018, when the US Fed appeared determined to hike rates. This insatiable appetite for bonds has seen yields plummet to record lows…
/ by Jude McDonnell
Stack of euro bank notes

Would you pay to lend? That’s what markets are doing to the tune of $14 trillion

Bonds have been unrelenting in 2019, rising in stark defiance of investors who called a fade to the rally in late 2018, when the US Fed appeared determined to hike rates. This insatiable appetite for bonds has seen yields plummet to record lows…
/ by Lukasz de Pourbaix
Investment committee members

Who has a seat on your investment committee?

Lonsec has been working with financial advice firms for over 20 years and during this time we’ve observed a wide range of investment committee structures. The thing that stands out for us is the clear link between high-functioning investment…
/ by Lukasz de Pourbaix
Architectural framework

Consider this a test of your asset allocation framework

It’s a challenging time for asset allocators in the current environment, which has seen asset prices and market sentiment shift quickly on the back of a single tweet. Markets in July were generally strong across most assets, but August has…
/ 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.