Instalments in SMSFs - Portfolio Study results
Results update - 1st July 2009
As can be seen from the summary below our instalment porfolio has significantly outperformed our share porfolio with double the return on our initial investment. Income was received from the dividends paid out by WOW, QBE and our exchange traded fund STW over the period. It is important to note that the dividends received in our instalment portfolio will be used to pay down our loan on each instalment. The franking credits received can be used to create an earnings shelter to off-set alternative income earned by our SMSF.
Initial summary - 2nd March 2009
The initial summary provides an overview of our two portfolios. As you can see the values invested in the two portfolios are close to the intital $125,000. The units held in each of the shares varies significantly between the portfolios due to the leveraged nature of instalments.
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