SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Case for Deflation-Part 2
When I am doing my analysis for stocks, I like to use a combination of fundamental and technical analysis. I look at price charts a lot to determine my entry (and exit) from stock positions but only for stocks that I believe to be fundamentally sound. While I am a believer of technical analysis because [...]
Why I am (still) buying Telstra
Today is expiration day for August 09 ASX Exchange Traded Options. By end of today, I will know if SLI Super would have become the owner of another 9360 Telstra shares. On 20 July 2009, I sold 9 contracts of Telstra 3.36 Aug09 put option for 0.15 per share. At the time of writing this [...]
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 [...]
3 Good Reasons Why Stock Investors Should Learn About Options Today
At the time of writing this post, the All Ordinaries has rebounded about 30% from the March 2009 lows. Some individual stocks have even done better than that. Rio Tinto went up 80% from $43 in March 09 to $77 in June 09. The rally has taken a pause after touching 4000 and we really [...]
Simple strategies for Self Managed Super Funds
Hello to all current and future SMSF Trustees My husband and I started our own self-managed super fund in March 2007 because we wanted to take more control of managing our investments. Like most people, our fund was started through our accountant. After helping us with the paperwork (trust deed, ABN registration, accounting and auditing [...]
