SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
First time visitor
Hi, thanks for visiting our website. Based on our analysis of our website traffic, you may be someone who is thinking of starting your own self-managed super fund, or someone who already has a SMSF and is looking for some help in preparing an investment strategy or you may be looking for some investment ideas [...]
Is a SMSF right for you?
I am doing a series of guest posts on my accountant’s blog on the topic “Is a SMSF right for you?” as we were both concerned that some people may be starting SMSFs for the wrong reasons. Today’s post is about the importance of compliance: Superannuation in Australia is governed by specific regulation called the [...]
Think like a Professional Fund Manager
According to this article “Small Funds now Biggest Sector of Super Industry” in The Australian newspaper, Self Managed Super Funds have become the biggest sector in the Superannuation industry since October 2008. As mentioned in a speech by the Deputy Commission of Taxation in a SMSF conference in February 2009, funds invested in the sector [...]
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 [...]
Compare apples with apples
I read with amusement an article I found on the website of a SMSF services company that compared the fees they charged for doing SMSF administration with the management fees charge by large Super Funds and of course concluded that it was cheaper to have an SMSF. The writer of the article is assuming the [...]
Buy safely and profit from your mistakes
I just learned a new investment strategy that has completely changed the way I would buy stocks in a bear market. I wished I had known about it last year when I started buying stocks with a view of holding for the long-term. In my May 6 blog post, I talked about buying XLF, a [...]
Start a SMSF for the right reasons
With the poor returns last year from most super funds, a number of people I talked to recently have shown interest in starting their own SMSF, when they hear that I have one. Most of the questions I get are related to fund administration and cost e.g. how to start a fund, how much does [...]
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 [...]
