O'Reilly logo

SMSF DIY Guide: Everything you need to successfully set up and run your own Self Managed Superannuation Fund by Sam Henderson

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 5: Types of investment

Many different types of investment are available for your SMSF. One of the most difficult decisions you will face when managing your portfolio is which assets to buy and sell, and in what proportions. In this chapter we will look at the various asset classes that you might consider when constructing the investment strategy for your SMSF: cash, fixed interest, shares, property and derivatives.

Income and growth

There are two reasons we want to buy assets for investment: income and growth. The sum of these two attributes equals your total return. The conundrum is that each asset class attracts different rates of return over time. Cash is relatively stable but barely keeps up with inflation, though it will provide ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required