Moomin Valley

We each have an employer superannuation fund. Moominpapa has Unisuper (Sustainable Balanced Option) and Moominmama PSS(AP) (Balanced). Each ...

The Australian r eports on the best performing super funds for 2024 . They focus on lifecycle, balanced, and sustainable options. I am sure ...

The Australian reports on the performance of superannuation funds for the just completed financial year. This year, retail funds tended to ...

As there has been a lot of recent change in the SMSF portfolio allocation, I thought I would have a detailed look at it. The last time I upd...

 We have now been running an SMSF for almost three years. How is it doing? The obvious benchmarks are our employer superannuation funds - Un...

Inspired by this article in the AFR, here is an update on how well our SMSF is doing compared to Unisuper and PSS(AP). after underperformin...

I got a message from Interactive Brokers that I needed to renew my wholesale investor status as two years had passed since I submitted an ac...

  I just calculated the return on my TIAA-CREF 403b in Australian Dollar terms to compare to our Australian superannuation funds. While the ...

I won't post June accounts for quite a while. There doesn't seem much point until we have all valuations for private assets for th...

I have been trying to invest in a fund on the AngelList venture capital platform. But my SMSF administrator flagged that there might be issu...

So, I have been trying to transfer our holdings of listed investment trusts from our SMSF's Interactive Brokers account to a new account...

I bought some shares of WAM Leaders (WLE.AX) in our SMSF. The position is only 0.16% of the total portfolio so far but I will likely add to ...

  We have been fully invested in the SMSF for 9 months now. It's more volatile than PSSAP – Moominmama's employer super fund and abo...

Each time I was given the choice to be in a defined benefit scheme or a defined contribution superannuation scheme, I chose defined contribu...

Ruffer Investment Company (RICA.L) launches a 1 for 4 rights issue at NAV . The stock has been trading for a small premium. This isn't v...

Two current "corporate actions". Regal Funds (RF1.AX) announced a 1 for 3 rights issue at the net asset value of AUD 3.79 per shar...

We have now executed a major part of the financial plans I developed in 2018 . We deployed almost all the inherited capital - we still ha...

This video was posted on Reddit and endorsed by Bill Ackman on Twitter . I had been thinking about buying into Pershing Square Tontine Hol...

We're still in the process of reinvesting after the most recent reorganization, which centred on rolling over my Colonial First State su...

  I invested most of the remaining cash in the SMSF into Ruffer Investment Company . This is a closed end fund trading on the London Stock E...