Issue 41: Thinking of getting started in investing or know someone who is? Consider the fundamentals first

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Issue 41: Thinking of getting started in investing or know someone who is? Consider the fundamentals first

Thank you for joining us again this year and for your interest and support over 2022.

If you are joining us in 2023 for the first time, welcome and I hope you find these articles of interest and help. Just to reconfirm, these are my thoughts and ideas based on my experiences and are not intended as advice.

As always if you would like help with advice, talk with an accredited SMSF Specialist in your area, click here to use SMSF Connect’s Find a Specialist tool. 

As 2023 commences, some may be starting this year with a view to getting their investment or SMSF portfolios in order; taking a mid-financial year check-up. 

Others may be considering getting started and investing for the first time. There may be some asking ‘what do I do now?’ after starting investing during COVID, with markets looking a little different now. 

For others, the start of a new year may mean the start of full time employment and a 40 year plus superannuation journey.

Whether you fall into any of these categories or not, it’s worthwhile revisiting some of the fundamentals of investing; the things that you need to understand even before the basics.

If not for you, you may wish to share these thoughts with someone you know. 

Here is the first, an investment in yourself; some say the best you will ever make!

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Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.

Ian Irvine - Guest Contributor

Ian has been a keen investor for over 40 years and can draw on his experiences from both investing on his own behalf and also having worked in financial services for more than 30 years. Over this time, he has seen many changes that impact investors’ attitudes to in what and how they invest.

He started his career in what is now referred to as fast moving consumer goods (FMCG) or grocery, working for an Australian margarine manufacturer. In 1986, he was recruited to Westpac around the time of deregulation of the sector, where he spent 10 years before taking a role at AMP and then with ASX for 14 years up to the end of 2017. He continues to be involved with ASX; working on their educational programs.

In 1996, he and his wife established their own SMSF and again the experience and lessons learned regarding managing an SMSF over the years have provided him with many insights and ideas. He enjoys sharing these with others where these are helpful and always suggest that if an investor or SMSF trustee is unsure, that they should seek appropriate advice from a licenced professional.

Ian holds a B. Com (UNSW), and lives in Sydney and enjoys travelling to and meeting investors and SMSF trustee at the educational events with which he has involvement with from time to time.