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STISMS004A Invest effectively for Self Managed Super Funds.

This unit forms part of the accredited 10335NAT Course in Sharemarket Trading and Investment and covers the fundamental knowledge and skills required to analyse existing super fund performance, construct and implement a strategy with a trial implementation; and evaluate an investment strategy and portfolio investment plan for self managed super funds.

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:

  • Sharemarket / 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 super 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

Learn to Self Manage your Superannuation Fund Online or In Class

Sharemarket College offers flexible education options so you can learn from the comfort of your home or in relaxed, face-to-face classroom settings. Our virtual classrooms and online workshops mean you can learn essential tools for your self managed fund at the pace and times that suit you. Our Members Only website area’s store all in-class workshops for ultimate convenience.

Melbourne, Sydney and More

Sharemarket College is based in Brisbane, however our industry professionals also service additional locations such as Melbourne, Sydney, Townsville, Mackay, Gold Coast and more. See a full list of our services locations here. Is your home town not on here? No problem, talk to our staff today about our online courses.

Contact Sharemarket College for more information

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