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 [...]
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 [...]
Alternative Investments 1 – Gold and other precious metals
Diversify portfolio with other asset classes. Our first alternative investment was precious metals.
