Archive

Women on top of SMSF lists

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SMSFs are meeting two of the Government’s top goals in super – engaging members to take an active role in their retirement savings and getting more women involved, argue industry experts…

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Understanding SMA basics

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Separately managed accounts (SMAs) have been in Australia for some time. Now, however, they are available through a platform and present a new way for retail investors to invest in Australian shares. The following case study provides an example of how an adviser could work with a client to incorporate an SMA into their portfolio…

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SMSFs continue move from cash to shares

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Self-managed super funds (SMSFs) continued a significant move from cash into equities in the last quarter of 2009, according to a survey of over 1,200 SMSFs administered by Multiport…

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Performance
OUT / UNDER PERFORMANCE
(%)
Month +1.68
FY to date +5.29
CY to date +5.04
Since inception 1/4/08 -0.17 (p.a.)

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