SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
How can retail investors get more exposure to fixed income?
On March 16, former Treasury Secretary Dr Ken Henry made a call to super funds to reduce the weighting given to shares and to increase the weighting in fixed income. Investment advisers who make their living from giving share recommendations were naturally not too happy with his comments so there has been a lot of [...]
Some thoughts on managing risk
In my last post, I talked about the importance of risk management. In order to manage risk we must understand what the risks are and our tolerance for the risks. The biggest risk with “risk assets” such as stocks is the risk of capital loss as your capital is not guaranteed. It can go up [...]
One year later
Firstly, I would like to apologize for not writing many new posts in the past two weeks as I have been focusing on writing an e-book on how to preparing an SMSF investment strategy, which I hope to publish on this site by April 1, 2010. Once again, many thanks to Dean Greacen from SMSF [...]
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 [...]
Hybrid Securities Part 2 – Convertible notes
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. Convertible Notes are debt instruments that may be converted to an equity holding at a future date. [...]
Hybrid Securities Part 1 – what are they and what are the risks?
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. Hybrid securities have the characteristics of both debt and equity and the enormous growth of hybrid securities [...]
