Picking winners overseas

As Australia’s growth profile slows, investors should keep increasing their international allocation.

Summary: As the Australian equity market is excessively weighted to the big banks and Australia’s growth profile is slowing, SMSF investors should accelerate their allocation to international stocks. The clearest growth cycle is the expansion of Asian consumerism, which will help multinational firms in industries such as fast food, pharmaceuticals, IT and communications.

Key take-out: Subject to risk tolerance or the desire for an income, an SMSF trustee should think about allocating 10 to 30 per cent of their equity investments to offshore markets.


{{ twilioFailed ? 'SMS Code Failed to Send…' : 'SMS Code Sent…' }}

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device

Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device

Register as a new member

(using a different email)

Related Articles