Issue 4: Incorporating active and/or passive investment styles in an SMSF

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Issue 4: Incorporating active and/or passive investment styles in an SMSF

October 2019

Hello again and thank you for joining us in our SMSF Connect Investment Series. This instalment continues to build on the fundamentals of investing and takes a look at the features, benefits and difference between active and passive investing.

The terms ‘active’ and ‘passive’ apply to the style a manager may adopt to meet the needs of investors. ‘Which is best for me?” was a frequently asked question during my time at ASX and once again, there is no sweeping one size fits all answer either way.

Over recent years we have seen a continuously steady rise in the value invested into passive or index funds globally as well as in the Australian market. Some say this could mark the end of active management. Let’s see by taking a look at both.

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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.