Why benchmark? Information for Investors
So you’ve set your objectives, and chosen the investment approach you believe will be best to get you there. Fantastic – but you will want to keep an eye on how things are going too. This may confirm that all is well, or may be an early indication that your approach could be reviewed or revised to get better performance.
This early information, based on accurate reports, can make a huge difference to your ability to have the life you want.
SMSF Benchmarks could be seen as an inexpensive insurance policy to really know how your investment approach is working, compared to other approaches available to you.
Whether you’re working with an adviser or not, our reports will lead to some healthy discussions and informed decisions which will help you keep on track and get the most from your fund.