Monthly Archives: February 2015

SMSF performance reporting and bench-marking available

Our online SMSF accounts have recently been updated with the ability to view a number of portfolio charts including the ability to track the investment performance of your SMSF portfolio against a number of industry benchmarks including the the All Ordinaries, ASX 200 as well as a number of sector specific indexes.

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Investment Performance

For the technically minded, the investment performance calculation utilises the Simple Dietz Method.  You can learn more about how this is calculated in this PDF fact sheet here.

The reports enable you to select the following variables:

  • Date range
  • Breakdown – i.e. by market type, asset pool or even data feed
  • Comparison – i.e. benchmarks such as the ASX 200 etc

You can also download the investment performance report as a PDF or excel (.csv) file.

Other Reports

There are a number of other reports in addition to investment performance available via our online SMSF reporting dashboard including:

  • Bank account transactions
  • Pension limits (minimum and maximums)
  • Contribution caps (concessional and non-concessional)
  • Investment valuations
  • Asset allocation and strategy
  • Realised and unrealised capital gains
  • Investment income
  • Balance sheet
  • Profit and loss
  • Member statements (benefit estimates)

Getting Access

We generally only provide online access to our clients who have in place a monthly direct-debit for their fees.

Is an SMSF Right For You?

Recently, I did a podcast with Josh Stega, The Wealth Guy.

His goal is to bring the topic of personal financial planning into discussion and show you how to manage your money, build your wealth and reach your goals.