Monthly Archives: December 2017

Financial Market Update: A Review of November’s Performance

The S&P/ASX200 Accumulation has now put in two solid months, following the October gain of 4.01% with another 1.64% in November. Twelve month returns are 14.61% almost double our expected annual 12 month returns of around 8.5%. This surge may have pulled forward some of the next twelve months expected gains.

Bitcoin and crypto-currency investment in an SMSF

The recent surge in the price of Bitcoin has many investors seriously looking at crypto-currency as a part of their SMSF investment portfolio.

So, can an SMSF invest in bitcoin and crypto currency, and if so, what must trustees and advisers be aware of?

There are a number of key areas that trustees need to consider and address if they are looking if invest their SMSF monies into Bitcoin and other crypto-currencies / crypto-assets.

Desired Lifestyle vs. Realistic Living in Retirement for SMSF Trustees

When planning for retirement, it’s important to understand your SMSF household needs, and outline your goals with your adviser.

The latest report on the financial health of SMSF trustees heading into retirement has found that the amount needed for a 65-year-old couple to afford a comfortable retirement has risen by 17 percent from $702,000 in the previous year to $824,000.

Financial Market Update: A Review of October’s Performance

The S&P/ASX200 Accumulation index finally put in a surge in October, with a gain of 4.01% in the month, shaking off a 6 month malaise. Twelve month numbers are back up to 16.13% almost double our expected annual 12 month returns of around 8.5%.

 

Global Markets

Global markets also had a good month,