SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds

Saving is the new spending

“Saving is the new spending” is the tagline for Ubank, which is currently my favourite bank for my SMSF term deposits. I am not sure how true this is in Australia as the mood of the general public appears to be “relax, spend as the good times are coming back again”. Unemployment is down, our housing prices are up and the share market has just had a bumper year. The Reserve Bank has …

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 …

Hybrid Securities Part 3 – Preference shares

Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us a series of posts on Hybrid Securities, which could be a great investment for SMSFs seeking high yield with capital growth.

A preference share is a type of equity interest which has preferential rights over ordinary shares. The company’s profits are distributed (through the payment of dividends)

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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 on 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 …