It’s hard to believe that this is the twelfth article in this series; even more so when we consider that when the first was written a year ago, we were in a very different investment environment. With the change in fortunes for markets over recent months, some investors and SMSF trustees may find it somewhat…
May 25, 2020
Issue 11: Portfolio repair to your SMSF following market disruption
Hello once more and thank you for joining in during these challenging times and once again, I trust that you, your family, friends and colleagues are all well and are starting to feel more comfortable as some social restrictions begin to be lifted. As the overriding principle for restrictions to continue to be lifted is…
April 23, 2020
Issue 10: Time to review, take stock and plan ahead
Written by Name, Title, Company Hello again and thank you for joining in once more. Again, I trust that you and family and your friends and colleagues are all well given the difficult circumstances in which we all find ourselves. In our last instalment, while it focused on rebalancing portfolios, we also touched on the…
March 25, 2020
Issue 9: Portfolio rebalancing – evolution or revolution?
Thank you for joining in again and I trust that you, your family and friends are all well. There has certainly been a lot of water under the bridge since our last instalment less than a month ago and understandably many will be concerned regarding the combination of a global health emergency that has led…
February 27, 2020
Issue 8: Understanding benchmarks for managed funds in your SMSF
Over the last few issues, we’ve talked about building portfolios and a little while back talked of understanding some of the measures of performance in your SMSF so you can benchmark your own performance. But what about benchmarking the performance of the underlying investments you choose in your SMSF? Many SMSF trustees with exposure to…
January 21, 2020
Issue 7: Portfolio construction in your SMSF (a little further homework)
Welcome to 2020! I trust that you had a relaxing time over the Christmas and New Year break and that the first part of our ‘homework for the holidays’ was helpful in building an understanding of your SMSF’s asset allocation or in helping construct an investment strategy to set the investment allocations for members within…
December 16, 2019
Issue 6: Asset Allocation and your SMSF, where to start? (some homework for the holidays – Part 1)
Many of us will have heard the term ‘diversification’ and some will be familiar with the expression that it’s ‘the only free lunch in investing’. In my view, diversification, how you allocate investment assets coupled with an understanding of cash flow and the power of compounding make a pretty good meal! Simply put diversification means…
November 26, 2019
Issue 5: Understanding the measures of performance in your SMSF
For those who have been following our series to date, I hope the articles have been helpful in building some fundamental understanding of how to set up, run and manage an SMSF portfolio from an investing perspective. In this instalment, I thought it may be helpful to continue in this vein and discuss some of…
October 29, 2019
Issue 4: Incorporating active and/or passive investment styles in an SMSF
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…
September 24, 2019
Issue 3: Growth and income investing in your SMSF – one or the other or both?
Hello again and welcome to the third of our SMSF Connect Investment Series. I trust you are finding these to be of interest and I hope the discussions around cash flow and our most recent Cash- how much is enough in your SMSF to be useful. One of the most common requests received when I…