Our Strategies

What to invest in FY2014?

After continuous quantitative easing in the last 4 years, investors were shocked when the US Federal Reserve...

2013 – Mid-year Update

It has been five months since I wrote my 2013 – Year to Cautious or Bullish post...

Is buying property in an SMSF a good idea?

Just in the last month, I met three people who were advised to use a self-managed super...

Impact of “Stronger Super” on SMSFs

Some new measures introduced on 7 August 2012 as part of the suite of measures announced within...

Guest post: A Roadmap for the Australian Stockmarket

As promised, below are some key findings from a study into 137 years of Australian share price...

Investment Strategy for FY2013

The start of a new financial year is always a good time to review your investment strategy....

Introducing…. LowRiskIncome.Net!

After a nine month gestation, my “baby” was finally born this week. My new blog / education...

Our Investment Strategy for 2012

We commenced the review of our investment strategy with an assessment of market conditions and concluded that...

Increasing yield through selling options

Volatility is the only thing we can be certain of today. The crazy price action in the...

Growth vs Income Investments

A number of events in recent days have made me reflect on our conventional thinking of growth...

A Hybrid Income Strategy

Australian investors are a lucky lot when it comes to getting big dividends from our stocks. Dividend...

Property investment in your SMSF

It has been an exciting week, starting with going back to work full-time after a six year...

What to invest in FY2014?

What to invest in FY2014?

After continuous quantitative easing in the last 4 years, investors were shocked when the US Federal Reserve hinted that they may start reducing (tapering) their bond purchases soon. Since this announcement in May 2013, bond yields have gone up – the yield of US 10 year note went from a low of 1.6% to a high of 2.9% as shown in the chart below. Although 2.9% does not look like a particularly …

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September 2, 2013 | Comments Off on What to invest in FY2014? | Read More »

What to invest in FY2014?

What to invest in FY2014?

After continuous quantitative easing in the last 4 years, investors were shocked when the US Federal Reserve hinted that they may start reducing (tapering) their bond purchases soon. Since this announcement in May 2013, bond yields have gone up – the yield of US 10 year note went from a low of 1.6% to a high of 2.9% as shown in the chart below. Although 2.9% does not look like a particularly …

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September 2, 2013 | Comments Off on What to invest in FY2014? | Read More »

Simple strategies for Self Managed Super Funds

Simple strategies for Self Managed Super Funds

Hello to all current and future SMSF Trustees

My husband and I started our own self-managed super fund in March 2007 because we wanted to take more control of managing our investments. Like most people, our fund was started through our accountant. After helping us with the paperwork (trust deed, ABN registration, accounting and auditing etc) we found we were on our own to do the most important activity, which is to invest and grow the funds under our management. Our fund started with around $100K and though …

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April 23, 2009 | Comments Off on Simple strategies for Self Managed Super Funds | Read More »

First time visitor

First time visitor

Hi, thanks for visiting our website. Based on our analysis of our website traffic, you may be someone who is thinking of starting your own self-managed super fund, or someone who already has a SMSF and is looking for some help in preparing an investment strategy or you may be looking for some investment ideas for your SMSF. We have compiled a list of blog posts based …

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November 25, 2010 | Comments Off on First time visitor | Read More »

Our Opinions and Performance

2013 – Mid-year Update

2013 – Mid-year Update

It has been five months since I wrote my 2013 – Year to Cautious or Bullish post and much has changed...

Jun 21, 2013 | Comments Off on 2013 – Mid-year Update | Read More »
A Case For Taking Risk

A Case For Taking Risk

As a follow up to my last post A Case for Action, here is another slightly contrarian post to provoke you...

May 6, 2013 | Comments Off on A Case For Taking Risk | Read More »
A Case for Action

A Case for Action

To most people, what happened in Cyprus is yesterday’s news. So what if a bunch of rich Russians lost 60% of...

Apr 24, 2013 | Comments Off on A Case for Action | Read More »
Negative yield on bank deposits?

Negative yield on bank deposits?

With the RBA slashing interest rates in the past year, Australian investors have been complaining about the shrinking yield from their...

Mar 18, 2013 | Comments Off on Negative yield on bank deposits? | Read More »
2013 – Year to be Bullish or Cautious?

2013 – Year to be Bullish or Cautious?

Without a doubt, the current sentiment is bullish. From the chart of the ASX 200 below, we can see that the...

Feb 4, 2013 | Comments Off on 2013 – Year to be Bullish or Cautious? | Read More »
Time to Buy US Stocks?

Time to Buy US Stocks?

There is little good news for the Australian market. China is definitely slowing down and there is much uncertainty over the...

Sep 17, 2012 | 2 comments | Read More »

Education and Training

Changes to this blog in 2012

Happy New Year! As school recommences for 2012, I bet many parents (me included) are...

Feb 3, 2012 | Comments Off on Changes to this blog in 2012 | Read More »

Increasing yield through selling options

Volatility is the only thing we can be certain of today. The crazy price action...

Dec 13, 2011 | 1 comment | Read More »

Options for Stock Investors Training Pilot

Update (12 April 2012): The pilot has been completed and our training and mentoring program...

Oct 17, 2011 | 1 comment | Read More »

Low risk and high yield

Low risk and high yield is the elusive goal that all investors strive to achieve....

Sep 14, 2011 | Comments Off on Low risk and high yield | Read More »

Learn, Do, Teach

We just received the FY2011 financial statements for our SMSF and once again we are...

Sep 5, 2011 | Comments Off on Learn, Do, Teach | Read More »

Book Review: The Big Short

Things are slowly settling down in my parent’s household and I finally have some time...

Mar 29, 2011 | 1 comment | Read More »

Don’t forget to look at the bigger picture

With the Aussie dollar making new highs everyday, the action is definitely in the currency...

Sep 30, 2010 | Comments Off on Don’t forget to look at the bigger picture | Read More »

My favourite information sources – Part 5

The Hindenburg Omen is another technical indicator that has been talked about a lot in...

Aug 26, 2010 | Comments Off on My favourite information sources – Part 5 | Read More »

My favourite information sources – Part 4

I have covered a number of my favourite sources of fundamental information in the first...

Aug 24, 2010 | 1 comment | Read More »

My favourite information sources – Part 3

Investors need to keep up with the financial news which may affect their investments. With...

Jun 22, 2010 | 1 comment | Read More »