Track and compare your SMSF

Track your SMSF & Compare it to our SMSF Performance Table

Put yourself in a position of power to make good decisions and keep on track

FOR A LIMITED TIME ONLY
$79.90
*12 Month Subscription (Valued at $99)

* Discount Code TRUSTEENEWS01
2018-05-23T07:47:33+00:00

KNOWLEDGE IS POWER

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Until now it has been very difficult for SMSF trustees to know how their overall fund is actually performing

  • You can’t benchmark against the ASX 200 in the media as this is just a price index. You may have made contributions or pension payments during the year so you have not had a consistent amount invested, and you probably earned dividends.
  • Your fund probably has cash as well as shares and/or property. Even if the shares went well, your decision about how much to invest in Australian shares may have had more impact on your total fund return than any decision about which shares to invest in. So you have to benchmark your total fund performance.
  • It’s not usually appropriate to benchmark against an Industry super fund or most ‘model portfolios’, because they probably invest differently to you.

AS A VALUED READER OF SMSTRUSTEENEWS, PURCHASE A 12 MONTH SUBSCRIPTION TO OUR SMSF PERFORMANCE TABLE FOR JUST $79.90* (valued at $99)

We have designed 11 Benchmark Portfolios specifically for SMSFs, based on how they tend to invest, according to ATO Statistical reports.

Four of our SMSF benchmark portfolios are freely published. But these may not be appropriate for your fund.

Subscribe to benefit from

1

Our full SMSF Performance Table, with monthly updates of all 11 Benchmark Portfolios, 9 of which are based on deciles of growth assets, and 2 of which are suitable for SMSFs investing in direct property.

2

Access to commentary and observations accompanying the SMSF Performance Table

3

Receive the SMSF Performance Table updates and commentary well before the general public.

4

Optional subscription to our Asset Class Performance Table for $55 pa (normally $99).

Follow the performance of 26 sub-asset classes available on the ASX, and make better decisions about what you include in your portfolio.

* Discount Code TRUSTEENEWS01