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ETFs – Exchange Traded Funds

ETFs (Exchange Traded Funds) are a type of managed investment fund which are listed on a stock exchange. Investors can buy and sell them like regular shares which have contributed to the rise in popularity in recent years.

The value of many ETFs on the market will track a particular index like the All Ordinaries or ASX20. Instead of trying to beat the index, ETFs will provide returns which are in-line with their respective index (less any fees) and this is why they are called passive investments.

An ETF is a trust so any investment will provide you with units in the fund. LICs can issue dividends determined by the company’s board each financial year vs. an ETF which must pass on all earnings to unitholders each year. Management fees and costs are typically higher in a LIC due to the labour-intensive process of investing and trying to outperform the market. ETFs are passive investments and do not require tactical changes, so they usually have lower fees.

Kind words from Aussies managing
their own self funded futures

  • SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

    David G, Self-Employed, SMSF Owner
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    Tim B, Business Owner, SMSF Trustee