SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
What is the No. 1 priority for your SMSF?
Today’s post is inspired by Marcus Padley’s recent article Priority No. 1: survival. Priority 100: sharemarket glory. Marcus is one of my favourite columnists. Even though he is a stock broker by trade, he does not always advise his readers to buy stocks. In this article, he gives his readers a pretty realistic view on [...]
Our Investment Strategy for 2012
We commenced the review of our investment strategy with an assessment of market conditions and concluded that on a “big picture” level, the debt crisis was playing out as we expected but at a much slower pace. There seems to be a lack of political will to implement the tough measures needed to solve the [...]
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 [...]
SMSF Investment Master Plan – new free e-book
Since posting our 4-part series of blog posts on “How to prepare an Investment Strategy for your SMSF” in July 2009, they have consistently been some of the most popular posts on this blog. Our SMSF investment strategy sample has also been downloaded/viewed by a few hundred people, which has led us to believe that [...]
International shares – which ones are outperforming?
In my humble opinion, allocating some of your funds to invest in international shares is a good idea for any SMSF. Most large super funds do offer exposure to international shares but most SMSFs prefer to hold Australian shares only. One of the favourite investments for SMSFs are “blue chip” Australian shares but when you [...]
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 [...]
Create your own DIY capital protected investment
Every now and then I would get emails from my broker to ask me to buy some special Capital Protected investments. These products are generally share investments with a guarantee that your capital will be protected if the share falls below your purchase price, and you can keep any capital gains made if the share [...]
Insuring your paper assets
Last week a storm damaged the fences on one of our investment properties. I check our insurance policy and was relieved to find out that storm damage was covered and the maximum cost of repair to me would be $300, which is the level of “excess” I chose when I bought the insurance. Almost everyone [...]
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 [...]
