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 same. Each public fund has an investment strategy which is outlined in their product disclosure statement (PDS) and it cannot be changed by the fund manager without the approval of the members of the [...]

Written on February 5, 2010 | Posted in Fund Management, Performance | 5 comments

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 [...]

Written on August 23, 2009 | Posted in Performance, Why have a SMSF? | 5 comments

Early results for FY 2009

As the 2009 financial year draws to a close, I have begun the process of collating and summarising our various investments in preparation for submissions to the accountants. Our self-managed super fund seems to have done well. Not counting the new contributions for the year, the fund has increased by about 15% before tax.
Unfortunately, we [...]

Written on June 4, 2009 | Posted in Performance | No comment

25% returns in the past 8 months

A simple strategy based on selling options over a core portfolio of blue chip stocks.

Written on April 24, 2009 | Posted in Performance | 2 comments

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