- SMSF Basics
- Basics of Super
- What is a SMSF
- Key Benefits of SMSFs
- Is a SMSF right for me?
- Lifecycle of a SMSF
Since late last year, we have been using (yes, in real life in real time) a new online application that takes
in all the data on all companies listed on the ASX, and translates this into the specific information you
need as a value investor, in a concise, user friendly format. CLICK HERE.
It's FREE, but the benefits
are enormous. Click on the
button below for more info.
The concept known as "Value Investing" is arguably the most logical sharemarket investment method available, and is a method followed by Warren Buffet - the man globally known as the worlds most successful sharemarket investor. Value investors aim to invest in 'extraordinary' businesses for less than their intrinsic values, which is a great fit for the core of a SMSF share portfolio.
The WIRE is a weekly e-newsletter that researches, analyses and discusses the latest and most important fixed income developments from Australia and overseas. It also has educational articles to help increase your knowledge of the bond market, along with information on fixed income or bond market investment opportunities as they arise, plus sample bond portfolios.
Our SMSF Technical Education & Strategies library is a collection of easy to read reference material that you can refer to when you need to know what you are allowed to do in your SMSF, and what strategies can be deployed. From basic rules to more advanced strategies, its all here. We also provide many articles as audio podcasts.
SMSF Technical updates is a monthly audio update on SMSF Radio where we look at what is happening in the world of SMSFs, particularly from a technical viewpoint. This will include updates on rules, laws, and announcements from the Government or the ATO that can affect you. This is a very easy way to stay up to date !
If your new to SMSFs, then this is a good place to start. Learn the basics of what an SMSF is and how it works. There are also a number of issues to consider prior to establishing an SMSF. And whilst all SMSFs are required to complete their annual administration obligations, there are in fact different types of administration, and a number of ways that they can charge.
Calculators and projection tools can assist with a variety of computational issues. The calculators and projection tools in this section cover pre-retirement, transition to retirement, and post retirement calculations. From wanting to know how much super you'll end up with based on your contributions, through to working out how much age pension your entitled to, its all here.
Finding it difficult to compare service providers in the SMSF space? Our comparison tables will help you find the provider that fits your needs . It covers online brokers, investment newsletters, and SMSF setup & administration providers, with summary information plus pricing so you can compare apples with apples.
Good documentation is central to the compliance of your SMSF. In this section we provide you with sample templates for a SMSF investment strategy (seperate ones for those in the accumulation phase and those in the pension phase), a derivatives risk statement for those using options or futures, and a non-lapsing binding death benefit nomination.
