You are viewing:-
you're reading...
0.General, 1.Market Observations, 2.Strategy, 8.Was Sticky

30 May 2018 (AFR) – Got less than $1m in assets? Forget a self-managed super fund

[COMMENT: Bah!! Humbug!!    We’ve heard a lot about superannuation and the Productivity Commission report, in recent days, including the so-called performance of funds, and fund performance comparisons. HOWEVER, there seems to be one key flaw in this reporting. The fund performance comparisons appear to be over a 10-year period – from 2009, the end of the market crash in the GFC. I am more interested in seeing the fund performances from a year or so BEFORE the onset of the GFC. How many of these funds will show a positive performance over the last 11 or 12 years?]

(30 May 2018, AFR, p1 and 4, by Joanna Mather)

Top funds by rolling 10-year return (%)

Top funds by rolling 10-year return (%)

‘Self-managed superannuation funds with less than $1 million in assets perform ‘significantly worse’ than institutional funds because investment returns are heavily eroded by the costs of running the fund. This raises the question of whether creating an SMSF is worth it for most investors.’

Read more at (might need AFR login access, or try:



About robertbrain

Brainy's Share Market Toolbox. Read the honest truth about the sharemarket. Develop or fine tune your investing/trading strategies using share price charts (technical analysis), or learn about the investment strategies of others. Melbourne (Australia) based - supporting share market investors and traders to build wealth through smarter investing using my Share Market Toolbox arsenal of weapons to tackle the market.


No comments yet.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: