The Superfund For Property Investors

ID Super

Efficient Frontier Tutorial

What is ID Super™?

ID Super™ is unique in that is has been designed to allow property investors – for the first time ever – the ability to bring all investments including property, shares and managed funds into the one analysis tool and reported through a consolidated portal.

This allows the investor to ensure the balance of their investments is matched to their plans and goals regarding SMSF and buying property.

And it allows them to assess the performance of their portfolio 24 hours a day, 7 days a week, complimented with quarterly reports and monthly performance updates

As an investor adds to their portfolio, the platform will continually assess the performance of existing assets along with forecasting the expected performance of their new self managed super fund property investment into the future. Not just based on exceptionally detailed data, but also in-line with the existing portfolio.

For example – if the investor wishes to purchase or already has a property in their SMSF portfolio, they can run models on the potential new purchase or existing asset – using several years of past postcode performance data – to see how the property will influence the overall performance of their portfolio and construct the optimum balance of investments using efficient frontier analysis.

Designed with property investors in mind

In virtually every other product on the market, the analytical tools are very sophisticated for shares, self managed super funds and the like, but none of the tools also allow the import and analysis of direct property in the same tool.

Many property investors don’t just invest in property – they will also have some of their portfolio in self managed super fund property investment or shares or other assets.

Now, all investments can be managed together on the same page.

Further, the ID Super™ portal incorporates financial investment tools from Praemium and Morningstar Direct along with property performance data from Residex – which have never before been combined in the one tool – making it suitable and specialised for SMSF and buying property.

The investment benefit

In order to illustrate some of the potential benefits to investors, let’s introduce a concept called efficient frontier, which you may have heard about.

Efficient Frontier could be defined simply as the balance of investments that achieves an optimal return for the investor– maximising return, but also minimising risk related to the investors plans, self managed super fund investment goals and risk profile.

ID Super™ incorporates tools from Morningstar Direct that build this profile on the basis of an enormous amount of data on risk and return of various asset classes including 20 years of postcode based property data.

Other benefits for the investor and their accountant

As any property investor knows, a good return is not just a function of the growth of the asset. It is also about the costs of buying and selling that asset and any tax obligations as well as the management costs over time.

With ID Super™, we’ve taken this into account where the fund and platform offers the following:

Control and Transparency – you own all investments because the platform uses an SMA – A separately managed account – meaning all direct property, shares, managed funds etc. are in your name or that of your self managed super fund property investment.

Individual Tax Packaging – you’re in control of tax for your platform

Goal Matching – the platform is flexible. So when you venture into SMSF and buying property, it allows very finely tuned matching of investments, and their management to your own individual financial goals and risk profile

Real Time – At any time of the day or night, you can see a real time report on your portfolio.

Asset Class Breadth – we know that property investors don’t just invest in property which is why with the Praemium SMA you can access and invest in a wide range of asset classes including shares, cash, property, international, fixed income and so forth. (for a full list see the PDS)

Lower Trading Costs – for many of the asset classes, trades are done for all investors and as wholesale costs, saving you on trading fees

Less Paperwork – because all your self managed super funds investments are in one place, and as we have real time monitoring, you can export accountant-ready reports for tax returns at any time.

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

General Advice Warning: The information and advice contained on this webpage and website has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances.

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Members of the IDFG Group include:
  • Nanmon Financial Services Pty Ltd, trading as Investors Direct Financial Group (ABN: 52 097 697 820 ; ACL: 402950)
  • ID Property Advisory Pty Ltd (ABN: 69 141 716 412 ; Real Estate Licence: 071792L)
  • Investors Direct Financial Planning Pty Ltd(ABN: 50 141 139 228 ; AFSL: 385827)
  • Investors Direct Property Management Pty Ltd (ABN: 59 153 184 859 ; Real Estate Licence:073458L)
  • 8 Star Homes Pty Ltd (ABN: 83 135 066 876)
  • Investors Direct Financial Services Pty Ltd ACN 608 410 591
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