Good to see a trustee benchmarking their SMSF against something,...

  1. 791 Posts.
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    Good to see a trustee benchmarking their SMSF against something, assuming your portfolio is comparable to the ASX 50 components.

    Of course, some might say that only gaining 0.3% over 3 years may not be much of a reward for your time and efforts (also assuming you have included all costs and tax in your calcs).

    As I always say, comparisons with other 'superfunds' are pretty meaningless unless you are comparing to a like portfolio. Some of my mates do really well with their non-SMSF's by occasionally moving in or out of (currency) hedged fund, smaller companies etc, rather than just sitting in a lame balanced / default fund, just like many SMSF's trade shares now and then. But everyone to their own.

    The main thing though is you are happy with your result!
 
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