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…
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…
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…
Issue 2: Cash – How much is enough in your SMSF?
Hello again, for those who read the first of our SMSF Connect Investment Series – The importance of cash flow in your SMSF, I hope it was useful. For the next in our series, we’re sticking with the cash theme and ask ‘Cash – how much is enough in your SMSF?’ SMSFs are often criticised…
Issue 1 – The importance of cash flow in your SMSF
Welcome to the first edition of the SMSF Connect Investment Series. Hi my name is Ian Irvine and I have been a keen investor for over 40 years. It all started when I was still at high school, when one evening my father took me to an education session at The Sydney Stock Exchange. Shortly…