Advisers and accountants should examine whether their SMSF clients are suitable for investment vehicles outside of the retirement savings system in light of the superannuation reforms, according to the director of a major accounting firm.

Australian provider of Australian Securities Exchange (ASX)-traded corporate bonds XTB has launched a new fixed income portfolio of environmental, social and governance (ESG)-approved in response to growing demand from SMSFs for ethical investments.

On any given day, there are more dollars traded in Apple stock in the United States than on the entire Australian stock market. It’s no wonder then that over 85 per cent of overseas shares bought by Australians are US purchases. A figure this high would indicate a keen appetite for overseas investing. But when it comes to SMSFs, in my opinion, the numbers are worryingly low.

Advisers can take advantage of valuation disparities in the markets, but must keep diversification in mind to limit correlated alpha clusters in investor portfolios, according to Antipodes Partners.

Investment boutique Antipodes Partners has launched new investment vehicles for its existing global equity strategies for SMSF trustees and other retail investors.

The market selldown and subsequent increased volatility in early February was an unwelcome but necessary reminder for SMSF trustees and members that downturns are a fundamental part of investing.

To make the most of investing in factors such as high beta and low volatility, individuals should not limit themselves to just one element, a global fund manager has said.

Portfolio diversification is one of the key tenets that underpins modern portfolio theory (MPT).