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Smart Money Company

Share Market Education, Training, Support, Mentoring, Trading, Research and Advisory.

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Self Managed Super Funds

Investing Effectively for Self-Managed Super Fund Return

Description:

This unit covers the knowledge and skills required to determine the responsibilities of controlling and managing a Self-Managed Super Fund, selection of a diversified portfolio and risk management in adverse market conditions

Contents:

  1. SMSF Trustee Compliance Workshop – covers Trustee roles and responsibilities, contributions, investment restrictions, taxation aspects, preservation and condition of release, payment of benefits, paperwork requirements and retention of documents.
  2. Why a Self-Managed Superannuation Fund? – includes facts about the industry, advantages and perceived disadvantages of SMSF, benefits of self-control, what an SMSF can invest in
  3. Asset Groups – in this topic, we discuss the different assets that can be purchased in a fund and their risk profiles. From here we show you how to combine the assets comparing risk vs return. You will take part in an exercise of asset allocation, taking these aspects into account.
  4. Stock Selection – includes the two methods of stock selection and company performance analysis, top down and bottom up. You will see how the professionals rate the companies and choose their portfolios using key performance ratios. From this module and the interactive exercise, you should be able to start selecting stocks for your own portfolio.
  5. Value and Growth Stocks – you will learn how to differentiate these, different management techniques, and include a balance into your portfolio
  6.  Risk Management and Hedging. In this session, we show you how to protect your portfolio in adverse market conditions, resulting in an overall more effective return but more importantly so that you can avoid losing your portfolio value in bear markets
  7.  Technical Analysis – the different strategies employed in long-term investing
  8.  Derivatives – We show you how to hedge your investment, as well as achieving a higher rate of return with the use of approved derivatives such as Options, CFDs and Instalment Warrants,

 At the end of the course, you will have the knowledge and tools to construct a diverse portfolio, an investment strategy for your fund and have the ongoing strategies to maintain effective fund performance through different market environments

Learn to self-manage your superannuation fund

Smart Money Company offers flexible education options so you can learn from the comfort of your home or in relaxed, face-to-face classroom settings.

Our virtual classrooms and online workshops mean you can learn essential tools for your self-managed fund at the pace and times that suit you. Our Members Only website area store all in-class workshops for ultimate convenience.

Courses available in Melbourne, Sydney and across Australia

Smart Money Company is based in Brisbane, however, our industry professionals also service additional locations such as Melbourne, Sydney, Townsville, Mackay, Gold Coast and more.

See a full list of our services locations here if your location is not listed get in touch and speak with one of our staff today about our online courses.

Contact Smart Money Company for more information or to enrol in the self-managed super funds course today.

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Smart Money Company
Level 7
33 Elkhorn Ave
Surfers Paradise
Queensland 4217
Ph: 07 5689 4657 or 1300 16 14 99 

 

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© 2019 Smart Money Company Pty Ltd · Ph: 1300 16 14 99 · Terms & Conditions · Privacy

Smart Money Company provides general advice only to all clients. All advice and educational content provided via telephone, email or in person is of a general nature only and must not in any way be construed or relied upon as legal, financial or personal advice. No consideration has been given or will be given to your individual investment objectives, financial situation or needs. Prior to acting on any of the general advice provided to you, you should consider the appropriateness of the advice, having regard to your personal objectives, financial situation and needs. The decision to invest or trade in financial products and the trading method selected is a personal decision and involves an inherent level of risk. You must undertake your own investigations and obtain independent advice in relation to the suitability of an investment in a financial product for your personal circumstances. A copy of our Financial Services Guide can always be found on our website and available here download for your convenience. Pinnacle Securities Pty Ltd ABN 61 608 667 778 is the holder of an Australian Financial Services License (# 485760). Smart Money Company Pty Ltd is a corporate authorised representative (AR#1247682) of Pinnacle Securities Pty Ltd. If you need any additional information in relation to the contents of this email or regarding the services provided by Smart Money Company, please do not hesitate to call us on 1300 161 499 or email us at info@smc.edu.au

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