Is your super fund using performance-enhancing drugs?

These days whenever I watch sport, I can’t help wondering whether the competitors that win are using performance-enhancing drugs. I think ever since the Lance

managed fund, superannuation, Uncategorized, super fundAlex Jamieson14 October 2019ajfinancialplanning, alexjamieson, balancedfunds, superannuationfunds, super investments, australianfinancialplanner, superfunds

How can I tell if my super fund provider is in financial difficulty?

I recently reviewed Media Super’s Annual Report after reading a media article that reported them purchasing a 429-year-old violin as an investment. I thought this was an odd investment for a regulated super fund. Was this a responsible decision given the opaque market of collectables and the high transactional costs associated with such investments? And, how did this get past APRA? It triggered me to investigate Media Super’s investment policy.

managed fund, superannuationSeptember Design Studio15 February 2019ajfinancialplanning, alexjamieson, australianfinancialplanner, financialplanneraustralia, howtoinvest, industrysuperfunds, investingfunds, superanunciation

Could your Hostplus Index Balanced Fund be a disappointment?

Around $2.5 billion has reportedly flowed into the industry super fund Hostplus in recent times. This influx of funds has largely been on the back of media commentators promoting Hostplus, in particular its Hostplus Index Balanced Fund.

managed fund, retirement, superannuationAlex Jamieson30 October 2018ajfinancialplanning, alexjamieson, australianfinancialplanning, financialplanneraustralia, howtoinvest, investing tips, selfmanagedsuperfunds, smfstips, superannuationfunds, superfunds

Are industry super funds headed for an asset allocation disaster?

Superannuation funds within the retail and industry super fund market usually offer ‘balanced’ or ‘growth’-based investment options. But what does this really mean; and aren’t these funds all the same?

On 31 May 2017, Vanguard’s Balanced Index Fund reported an allocation to growth-based assets of 49.9%.

Investing, superannuation, managed fundAlex Jamieson7 July 2017ajfinancialplanning, alexjamieson, industrysuperfunds, managedfunds

Why Solar is Not Dead Under Trump

Thinking of investing in renewables? Does it make sense to invest in this sector, and what are the advantages?

Australian Shares, Investing, managed fund, technologyAlex Jamieson11 November 2016ajfinancialplanning, alexjamieson, renewable energy, renewable energy sector, solor

Active Managed Funds…Do they really work?

These days a lot of people seem pretty interested in Managed Funds, with their flashy marketing and slick offices…. but do they really offer real value for money?

Australian Shares, Investing, managed fundSeptember Design Studio1 January 2015ajfinancialplanning, alexjamieson, managedfunds

How to know if a Self Managed Super Fund is right for you?

The Self Managed Super Fund (SMSF) sector is the fastest growing part of the superannuation industry as many Australians are choosing the ‘do-it-yourself’ route of an SMSF rather than your more traditional personal superannuation accounts and platforms. If you are considering a SMSF there are a few things to consider…. Is my balance high enough?

Investing, managed fund, retirement, SMSFSeptember Design Studio13 June 2014superannuation