Our Strategies

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...

Portfolio Construction For the Next Decade

It’s so good to be able to sit down and write a blog post today. I had...

Investing in a Sideways Market

With one more month to go to the end of 2010, it is pretty safe to conclude...

Investing in Emerging Markets

With the developed world expected to have low growth for some time, it would make sense to...

More bad news for super – not your money for another 7 years (or more)

If you are planning to retire at 60 and are counting on your super to provide you...

Rethinking your retirement strategy – why super may not be the most tax effective solution for you

If you are single or a couple where both parties are in the marginal tax bracket of...

Interest rates falling?

Everyday we read about how well the Australian economy is doing and how inevitable it will be...

Book Store

Prepare for Inflation?

Prepare for Inflation?

Every time a sharp correction happens, September 2008 comes back to haunt us and last week’s 200 point drop in the ASX 200 was another such occasion. The bullish breakout above 4300 that I pointed out in my last post has failed, at least for now. We have had a few sharp corrections in the last three years but each time the markets fall, the central banks will come to the rescue and their intervention (e.g. QE2, LTRO, etc) will send the markets even higher. Hence, these …

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May 21, 2012 | No comment | Read More »

Introducing…. LowRiskIncome.Net!

Introducing…. LowRiskIncome.Net!

After a nine month gestation, my “baby” was finally born this week. My new blog / education website “LowRiskIncome.Net” which is dedicated to teaching people about low risk strategies to generate income is finally up and running!

Since August last year, I have been thinking about starting my own business in something that I am passionate about, and for me it has always been about building financial security. One of the first …

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April 13, 2012 | No comment | 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 | No comment | 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 | No comment | Read More »

Our Opinions and Performance

Prepare for Inflation?

Prepare for Inflation?

Every time a sharp correction happens, September 2008 comes back to haunt us and last week’s 200 point drop in the...

May 21, 2012 | No comment | Read More »
Some bullish signs

Some bullish signs

If you read the news headlines this week, it would be very hard to feel bullish. The French election results and...

May 12, 2012 | No comment | Read More »
How can retail investors get more exposure to fixed income?

How can retail investors get more exposure to fixed income?

On March 16, former Treasury Secretary Dr Ken Henry made a call to super funds to reduce the weighting given to...

Mar 31, 2012 | No comment | Read More »
How to have a worry free retirement – Part 4

How to have a worry free retirement – Part 4

Today I read a newspaper article that covers a strategy that is not as well-covered in retirement planning as I think...

Mar 24, 2012 | No comment | Read More »
Some thoughts on managing risk

Some thoughts on managing risk

In my last post, I talked about the importance of risk management. In order to manage risk we must understand what...

Mar 4, 2012 | No comment | Read More »
What is the No. 1 priority for your SMSF?

What is the No. 1 priority for your SMSF?

Today’s post is inspired by Marcus Padley’s recent article Priority No. 1: survival. Priority 100: sharemarket glory. Marcus is one of...

Feb 20, 2012 | No comment | 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 | No comment | 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 | No comment | Read More »

Learn, Do, Teach

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

Sep 5, 2011 | No comment | 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 | No comment | 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 | No comment | 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 »