Monthly Archives: September 2014

Tactical Asset Allocation (TAA) approach

A Tactical Asset Allocation approach is where an investor aims to maintain a particular asset allocation broadly based on attitude to risk, but is more open to change along the way. This type of SMSF investor makes a tactical decision … Continue reading

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Strategic Asset Allocation (SAA) approach

The 3 main approaches used when it comes to asset allocation are: The Strategic Asset Allocation (SAA) approach; The Tactical Asset Allocation (TAA) approach;  and The Adaptive Asset Allocation (AAA) approach. They are all legitimate approaches available to SMSF investors, … Continue reading

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The 5 Key decisions for all SMSF investors

Which investment approach do you use? Why did you adopt this approach? How likely is it that you have been conditioned by parents, friends and the media noise around you to invest a certain way? Whilst you may know a … Continue reading

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SMSF Investors have goals too

When someone has a strong desire to achieve a goal they fight for it, come hell or high water, because they have an emotional connection to that goal. They understand not just what they want, but why they want it … Continue reading

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