Investment Education

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Investment education is probably the most important skill you can develop if your goal is to grow your SMSF and build financial security. There is simply no alternative.

There is an old saying that the “best investment you can make is in yourself and your financial education”. We would concur with this sentiment, and we are therefore pleased to provide a range of investor education resources to assist you with your SMSF or self managed investment journey.

On the right, you can see how we have split this up into categories, where each one builds and leads onto the next. Whether you are new to investing or are an experienced hand, you’ll find something to help you on your way.

Investment Fundamentals

If you are new to investing (or even if you just want a refresher on the basics), this is the starting point. We’ll go over investing for your goals, the fundamentals of risk and volatility, and the fundamentals of asset allocation.

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Investment Choices

In this series, we’ll go over the basics of investing in assets such as shares, hybrids, bonds, and cash. We’ll also go over managed investment vehicles such as exchange traded funds (ETFs), listed investment companies (LICs) and managed funds.

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Investment Analysis

Once you’ve learned about the basics of investing and the options available, you can look at how to select your investments. In this section, we look at how to choose shares, hybrids, bonds, exchanged traded funds, LIC’s, and managed funds based on the methodology of an investment research house.

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Portfolio Construction

After learning about how to choose your assets in each asset class, we now turn to how to construct portfolios to achieve specific objectives. We’ll cover asset allocation, and specific portfolio construction techniques for both accumulators and retirees.

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