This portfolio is detailing the shares I have bought with my Super. In saying this I do not have an SMSF (Self Managed Super Fund), I use a facility through Australian Super, called Members Direct.
Member Direct is AustralianSuper’s self-managed investment option. It’s designed for members who want more control and choice. You can invest in stocks in the S&P/ASX 300 Index, Exchange Traded Funds (ETFs) and term deposits – all from an easy-to-use online platform. In fact, the Member Direct option offers many of the features of a self-managed super fund at a fraction of the cost.You can invest in this option if you’re an AustralianSuper member and meet the minimum total balance requirement.
For me personally, I am using this option through my super fund, to once again build a dividend portfolio to improve my wealth. Knowing that I will not be able to touch this until I reach retirement age. It will be a pleasure to see this compound and grow.
Super is money for your retirement. Super is about planning for a retirement that lets you have the fun life you want
– and you need to plan for the party!
|Share||Date||Price Purchased||Current Price||Quantity||Current Return with Dividend|
Total Settlement: $13,287.97
At the time of writing this my portfolio has:
- Capital gain of 9.86% ($1,313.98 )
- Dividend Income of 3.14%% ($417.95) *This includes Franking credits
- Total Return of 13% or $1,731.93
It is worth noting this is not all of my super. I would be silly to risk it all and put all my eggs in one basket. The above settlement figure is only the amount I have transferred into the Members Direct option, my remaining super is spread out across a mix of Balanced, Cash, Stable and High Growth Funds that Australian Super offer.