The five most important lessons from 30 years of investing in stocks

August 2020 Content provided by Share Wealth Systems The stock market bug first bit me in 1990. I became obsessed with analysing companies and predicting whether the price of their stock would go up, down or sideways. I devoured annual reports, financial newspapers and magazines and books on investing. Back then, I did what conventional…

Performance of the Top 20 SMSF shares in FY19/20

July 2020 Content provided by Sharesight Sharesight is an award-winning online portfolio tracker and performance reporting tool used by SMSF trustees to take the admin hassle out of tracking their SMSF investments. SMSFs make up roughly 35% of the portfolios tracked in Sharesight by Australian investors. From these portfolios, we’re able to generate insights into…

When to be In the Stock Market and When to be Out

March 2020 Real-money Case Study on How to Decide When to be In the Stock Market and When to be Out This recorded webinar discusses a rules-based investment strategy and process, used by self-directed investors in the stock market, that handsomely outperformed the market and investing professionals during 2019 and Q1 2020. While taking similar…

Is it time to review your fund’s investment strategy?

October 2019 You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern is ensuring that trustees have considered diversification and liquidity of their assets when formulating and executing their fund’s…

Your SMSF investment strategy and portfolio

February 2019 As a trustee you are required to review your investment strategy regularly to ensure it continues to reflect the purpose and circumstances of your fund and its members. An SMSF investment strategy must take into account the following: The risks involving in making, holding and realising the SMSFs investments, their expected return and…

Is your SMSF adequately diversified?

December 2018 There are numerous benefits of a well-diversified portfolio including mitigating volatility and short-term downside investment risks, preserving capital and the long-run benefits of higher overall returns. By spreading your SMSF’s investments across different asset classes and markets offering different risks and returns, you may better position yourself for a secure retirement. However, did…

Can your SMSF invest in a racehorse?

November 2018 A popular question around Melbourne Cup time, can your SMSF invest in a racehorse? Unfortunately, the answer isn’t a simple yes or no. Whilst there is no direct restriction on investing in a race horse, the biggest issue is whether investing in a racehorse satisfies the specific legal requirements of superannuation law. Ultimately,…

Podcast: SMSF strategies, benefits and traps you need to know

September 2018 Self-managed superannuation funds make up 30% of the $2.3 trillion total superannuation pool and there are more than 1.1 million SMSF members, according to the Australian Taxation Office. From gearing to renting out vintage wedding cars, SMSFs offer investors the ability to deploy a wide variety of investment strategies and the structure provides…

Digital currency: passing trend or something to consider?

August 2018 You may have heard the term ‘cryptocurrency’ throughout the media in the past few months, but do you really know what this digital currency is? The term cryptocurrency is generally used to describe a digital asset in which encryption techniques are used to regulate the generation of additional units and verify transactions on…