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Best investment manager/fund performance

Hi Julia
Yes, I have invested in equities at various times in the past, and have been a fixed interest investment manager in a past life - all options to investing are open to me.
Then I'm somewhat surprised at your questions. If you've been any sort of investment manager I'd have thought you'd be well and truly across the various investment options.
This isn't meant as criticism. I'm just surprised.

I'm also looking at Berkshire Hathaway as a set and forget option.
Imo there should never be any such option. You always need to monitor any investment.

+1. Most people in pension phase of a SMSF will have longer term investments separately from enough funds at call to supply living income for about three years.
To expose yourself to a potential capital loss as Prawn has described above would be asking for trouble, and is quite unnecessary.
What you have suggested seems hugely innefficient
Agree.

You must be able to have surplus to keep ahead of inflation.
+1. Plus to allow for unexpected capital expenses over and above everyday living costs.
Most dont consider this.
 
- remember, when in pension mode, the pensioner must draw a set pension based on their living needs.
That's not correct. It is not based on your living needs. It is based on your capital, your age, and your life expectancy. Consequently many retirees are obliged to pay themselves considerably more in income than they actually need. There are significant penalties if you do not get this right. It's a basic tenet of running your own SMSF.

Which brings me back to the whole reason I raised this thread - should I trade it myself, or give it to a good investment fund
How will you determine what is a 'good investment fund'?
No one will have your interests at heart as much as you do yourself.

There's something about this thread which feels odd to me. If you have been an investment manager, and if you have an established SMSF, I'd have expected you to have already clear views about the sort of thing you're discussing. No obligation to tell us, of course, but I'd be interested to know how long you have been running your SMSF, if you have conducted it without assistance, what sort of strategies you have employed, and what sort of returns you've achieved.

I don't mean to be intrusive and will quite understand if you choose not to answer this.
 

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The point is that I, as a pensioner, will draw the amount I need to live on.

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So, if the rules say you are required, on the basis of your age, capital and life expectancy, to draw a pension income from your SMSF of $50,000, and you only need $20,000, you will ignore the rules of running a SMSF.
Good luck with that.
 
So, if the rules say you are required, on the basis of your age, capital and life expectancy, to draw a pension income from your SMSF of $50,000, and you only need $20,000, you will ignore the rules of running a SMSF.
Good luck with that.


You have a wonderful aptitude for getting off topic haven't you.
Gringbott told me something on topic which added value.

You clearly haven't actually drawn a pension, otherwise you wouldn't take such a dogmatic arguamentative approach (you aren't reading between the lines).

Please do not reply further.
 
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