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Calculating SMSF performance

Paul, thank you for your performance article. You mention that because funds in person mode don’t pay tax you expect an additional 15% in performance. But, funds in pension mode are withdrawing funds (the pension) on a regular basis and in some cases large sums, so actual final balance $’s are a bit misleading. Should I simply adjust the balance to add the pension withdrawals back in and calculate from there?

 


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WAM Capital a good buy?

Is Wam Capital Ltd a good buy ? considering the F16 results.
*Capital profit increased to 85.7%
*A fully franked full year dividend of 14.5 cents per share giving a 6.3% dividend yield.


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AMP fund wind up

Hello

I have a SMSF in pension mode. Recently I received a document regarding AMP’s AGF fund being wound up. After reading both sides I thought the fund should be wound up, but I’m not totally convinced. Do you have an opinion?

 


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