SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
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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 [...]
House of Cards
Last weekend, Kingsley and I watched this excellent documentary from CNBC called “House of Cards” from their special report “Boom, Bust and Blame – The Inside Story of America’s Economic Crisis“. If you can spare 90 mins, I would highly recommend that you watch it as it traces through how the housing bubble began in [...]
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 [...]
