An investment in AFIC can satisfy the Australian Equities allocation of a Self Managed Superannuation Fund.

Many Australians’ are now taking the opportunity to exercise control over their Superannuation savings by setting up their own Self Managed Superannuation Fund “SMSF”.  If you decide to establish your own SMSF then to meet your retirement objectives, you need as Trustee of the Fund to consider and select investments which are going to meet your longer term investment objectives.

As part of your Fund’s overall Investment Strategy you may wish to consider investing in Australian Foundation Investment Company “AFIC” as a way to satisfy the Australian Equities allocation of your Fund.

 Self Managed Super Funds

Table of Contents

  1. Why Consider a Shareholding in AFIC as Part of your Investment Strategy?
  2. Portfolio and Share Price Performance Per Annum to 30 June 2010
  3. AFIC Investment by Sector as at 30 June 2010
  4. AFIC’s Management of the Investment Portfolio
  5. Investment Portfolio – Top 25 Holdings as at 30 June 2010
  6. Taxation
  7. Self Managed Super as part of your Investment Journey
  8. Financial Services Guide

Many Australians are now taking the opportunity to exercise control over their superannuation savings by setting up their own self managed superannuation fund “SMSF”.

AFIC shareholders benefit from:

  • Consistent investment returns achieved over the long term
  • Low-cost investing
  • Professional management and an experienced Board, Investment and Management team
  • Exposure to a diversified portfolio of ASX-listed Australian equities
  • Tax-effective income via fully franked dividends
  • Ease of investing and transparent ASX pricing