Category Archives: Benchmarking SMSF performance

Where is that $600 Billion exactly?

Critics of Self-Managed Super Funds (SMSFs) sometimes point to the ATO Statistical reports and become apoplectic about the fact that only 1% of the $600 Billion in SMSFs is invested in International shares. That statistic is sometimes used as evidence … Continue reading

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Choose an appropriate benchmark

If you’re going to compare the performance of something against a benchmark, it is very important to make sure you’re using an appropriate benchmark. If not you risk making decisions based on incorrect information. This holds true for mum and … Continue reading

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Tomorrow… is a long way off.

I might be a bit behind the times here, but I just learned about a fascinating study (published in 2013) done by Keith Chen, who is a behavioral economist at Yale University. “Could your Language affect your ability to save … Continue reading

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How is your Self-Managed fund really going, and why should you care?

As January is a quieter month for many people, it may be a good time to review how your Self-Managed Super Fund (SMSF) is really going, not just for compliance reasons, but because it might actually lead you to have … Continue reading

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I ♥ Volatility (part 2 of 3)

Following on from our last blog on ‘volatility’, we used to have a “news story of the day.” Now we have a “news” story of the hour. This accelerating pace of “news” causes us to feel more and more anxious, … Continue reading

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Investing: Mistakes and Emotions

We all make mistakes, the only question is how you act when you realise you’ve made a mistake I came across an excellent blog from Dr Travis Bradberry (link below) which demonstrates  one way that human nature affects investment decisions … Continue reading

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What makes a market?

There will always be different opinions about whether peaches are delicious or horrible, and whether they are worth buying at current prices. The fact that there will also be different opinions about the best investment approach should be celebrated. Without … Continue reading

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Are Fixed Interest investments Stagnant?

I presented to a share-market group 3 months ago. One of the things we discussed was that every investor has a decision about which Asset Allocation approach they want to adopt. “Do I want to set a target asset allocation, … Continue reading

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How Benchmarking saved XEROX

XEROX is famous for being the company that invented the photocopier. But did you know they are also famous for being the pioneer of benchmarking In Europe? By the company’s own admission, it would probably not be in the copier … Continue reading

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One Investment Approach: Only buy “The best” businesses

  As we have shown in previous blogs, there are over 500 investment approaches available to SMSF investors. Which one is right for you? One approach promoted by some is that you should simply buy “the best” businesses, otherwise known as “Blue … Continue reading

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