Name: Kathy Evans
Age: 49
Family: Husband Gary, aged 50 and a member of the SMSF, and two teenage children (not members).
Where do you live? Albury/Wodonga
How long have you had your SMSF?
Since 2000
Why did you start it up?
I wanted more control over our superannuation and more active involvement in its ongoing management. I also wanted to invest in property/unlisted investments, which we couldn’t do through an industry superannuation fund.
How big is it?
It’s approximately $1,000,000.
Is it more or less difficult to manage than you thought it would be?
We find it easy to manage. This is helped by using a financial planner and having on-line access to investments. Very glad we have it.
Are you pleased with its performance?
We’re very pleased with how our fund is tracking. It returns in excess of 10% per annum consistently.
What is your asset allocation?
[1]
What are your favourite investments/stocks and why?
Unlisted property trusts because they have good returns and we get the chance to have some investment in commercial property through this structure.
Do you use an adviser or any kind of service provider?
We use a financial planner and insurance adviser.
What investments do you have outside of superannuation?
Listed shares, property, and business investments.
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