AJ Financial Planning Blog

We like the quote by R. Bennett when he summed up the following "Top 15 things money can't buy; time, happiness, inner peace, integrity, love, character,... respect, morals, trust, patience, common sense, dignity."
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Posts tagged selfmanagedsuperfunds

Which would you prefer: a 7% or 12% return on your super?

It seems like a simple enough question. If you had a balance investment option in your super, would you choose a 7% or 12% return? Yet, before you decide it’s a no-brainer, it’s worth probing a little deeper into what could cause this 5% variance, as the reporting returns are not standardised.

mortgage, mortgage calculator, retirement, SMSFAlex Jamieson13 November 2018ajfinancialplanning, alexjamieson, australianfinancialplanner, financialplanneraustralia, howtoinvest, investingtips, selfmanagedsuperfunds, smfstips, superannuationfunds, superfunds, smsf, 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