SMC - The Sharemarket College

SMC402B – Investing Effectively for Self-Managed Superannuation Return

This unit covers the fundamental knowledge and skills required to analyse existing superannuation fund performance, construct and implement a strategy with a trial implementation; and evaluate an investment strategy and portfolio investment plan for a self-managed superannuation fund.

What will I learn?

After completing this unit successfully you will have the knowledge to apply your new skills in:

Analysing the performance of existing super funds:

Share market / superannuation fund terminology
Scope of the superannuation industry, including historical performance and key players in the industry
Identification of products and asset classes
Application of fund managers’ selection process - value / growth
Investment diversification
Self Managed Super
Application of charts, trends and volume
Identification of software indicators
Identification of advanced industry indicators
Short selling principles and practices
Application of leverage instruments
Investment portfolio selection
Analysing company performance

Establishing suitable portfolios, just for you:

Calculation of risk vs return on investment
Stock selection process - bottom up, top down
Momentum investing principles and practices
Money management
Evaluation of changing market environments
Identification of legislative requirements regarding investment for self-managed superannuation, e.g. taxation compliance in relation to investments in self-managed superannuation funds

Demonstrating the skills:

Analysing performance data of superannuation funds
Charting share movements
Identifying share market trends
Interpreting different types of asset classes
Investing on the share market
Evaluating investment results
Assessing risk
Structuring a personal superannuation portfolio