SMSF benchmarking is the process of comparing the investment performance or returns of one fund, in this case your SMSF, against the investment performance or returns of other super funds, a relevant index or the market.
It can be used to determine just how effective your SMSF investment strategy is and can provide you with relevant information to help in making future investment decisions.
Larger public offer super funds frequently publish returns for each of their investment options, but there is very little information available on the investment performance for SMSFs. Mainly because every SMSF holds its own unique underlying assets and investments.
Read more about SMSF returns when compared to large funds.
Key concepts around benchmarking
Before we look at ways to benchmark the investment returns for an SMSF, we first need to understand a few key concepts.
Leave a Reply
You must be logged in to post a comment.