Income portfolio

I want to model the Australian Equities component in my SMSF based on your income portfolio, what’s the best way to keep track of changes you make from time to time, do you have any notification services or do I have to keep watching the Super Report web pages?

A: It is a model portfolio which is meant to demonstrate an approach to portfolio construction. For that reason, we do minimize the changes.

Typically, these only occur at the end of the month – and no more than a couple of times each year – or when we are forced to change due to a corporate action.

There haven’t been any changes yet in 2016.


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