SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
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 SMSF” in July 2009, they have consistently been some of the most popular posts on this blog. Our SMSF investment strategy sample has also been downloaded/viewed by a few hundred people, which has led us to believe that [...]
Investment Strategy Part 4: Summary and Example
This is the final part of this four part series of posts on Preparing the Investment Strategy for your SMSF (the complete series can also be found on the Articles page). To wrap up, I will just summarise some of our discussions and give an example of how to prepare this document and when you [...]
Investment Strategy Part 3: Passive vs Active Investment Methods
This is Part 3 of a four part series of posts on Preparing the Investment Strategy for your SMSF (the complete series can also be found on the Articles page). In my previous post, I talked about using Asset Allocation as an investment method. This is a passive investment method and we found it inadequate [...]
Investment Strategy Part 2: What should be in it?
This is Part 2 of a four part series of posts on Preparing the Investment Strategy for your SMSF (the complete series can also be found on the Articles page). The Australian Tax Office (ATO) has issued a guideline for what should be in your investment strategy, which can be found on the ATO website. [...]
Investment Strategy Part 1: Why have one?
This is Part 1 of a four part series of posts on Preparing the Investment Strategy for your SMSF (the complete series can also be found on the Articles page). I was planning to commence this series of posts after I completed the series on My Life Story but after my conversation with my mother-in-law [...]
