SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Our Strategies
Term deposits vs treasury bonds
I would like to apologize for the lack of new posts in the past few weeks as...
Why we don’t hold bank stocks
Australian retail investors love financial stocks. Almost everyone we know who own stocks have shares in one...
A safe bear market strategy (only if you like the greeks)
In August 2009, I wrote about two strategies that SMSFs can use to profit in a falling...
SMSF Investment Master Plan – new free e-book
Since posting our 4-part series of blog posts on “How to prepare an Investment Strategy for your...
International shares – which ones are outperforming?
In my humble opinion, allocating some of your funds to invest in international shares is a good...
Hybrid Securities Part 3 – Preference shares
Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us...
Hybrid Securities Part 2 – Convertible notes
Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us...
Hybrid Securities Part 1 – what are they and what are the risks?
Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us...
Is the DOW in trouble?
Watching the stock market action in the past week for me has been more exciting than watching...
The tortoise and the hare
I saw this article “Non-profit super shows best returns” today which reported that between 2000 to 2009,...
Risk vs Reward
After the spectacular stock market rally of 2009, even the most bullish analyst is not expecting an...
2010 Bear Market Strategies
I was surprised when I found out that the top keyword search phrase for my blog this...
Term deposits vs treasury bonds
I would like to apologize for the lack of new posts in the past few weeks as we were away for two weeks and last week I have been busy with getting the household back in order and helping the newest member of our family (a homestay student from China) settle in. I have also been trying to compile the performance of our SMSF investments for the last financial year for our accountant. Regular readers would already know that I have been generally bearish and have been …
2009 Performance of SMSFs
Last week we had a few performance reports released for SMSFs and large super funds. On Thursday 20 Aug 2009, the large SMSF administration specialist Super Concepts released the average annual returns and average asset allocations for 2008-09 for a sizeable portion of the funds under its administration. Thanks to Robin Bowerman for bringing this to my attention on his SmartInvesting blog. This study was based on the average returns and asset allocations …
Term deposits vs treasury bonds
I would like to apologize for the lack of new posts in the past few weeks as we were away for two weeks and last week I have been busy with getting the household back in order and helping the newest member of our family (a homestay student from China) settle in. I have also been trying to compile the performance of our SMSF investments for the last financial year for our accountant. Regular readers would already know that I have been generally bearish and have been …
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 …
Fund Management and Performance
Help with SMSF adminstration and compliance
June 30 is fast approaching so this is the time of year when we start thinking about the tax, accounting and...
How should you measure your SMSF performance?
Most mutual funds measure their performance against a market index and I know some Self Managed Super Funds (SMSF) do the...
The tortoise and the hare
I saw this article “Non-profit super shows best returns” today which reported that between 2000 to 2009, funds operated by unions...
Risk vs Reward
After the spectacular stock market rally of 2009, even the most bullish analyst is not expecting an encore of this performance...
2009 Performance of SMSFs
Last week we had a few performance reports released for SMSFs and large super funds. On Thursday 20 Aug 2009, the...
Insuring your paper assets
Last week a storm damaged the fences on one of our investment properties. I check our insurance policy and was relieved...
Other posts
Will Australia have a new Prime Minister by August?
We came back from our holiday on Saturday just in time to hear the announcement...
Outlook for the 2011 financial year
Yesterday was “grand final day” for fund managers as they scrambled to close the 2010...
Without the rich miners to foot the bill, who will?
What a week we’ve had! Since last Friday, we have had a series of unexpected...
My favourite information sources – Part 3
Investors need to keep up with the financial news which may affect their investments. With...
My favourite information sources – Part 2
In Part 2 of this series, we continue with more of my favourite sources of...
My favourite information sources – Part 1
I remember first hearing about the US subprime crisis around July 2007, three years ago....
Time to boycott Apple?
Explosive sales of the Apple iPad has been making headlines everywhere ever since it was...
Where are commodities headed?
I was not sure if I should write this post as I am definitely no...
Three can get you two
“Debt will get you in trouble” is a strange admonition when it comes a guy...
China enters bear market
China is officially in a bear market as the Shanghai Composite index fell over 20%...
