SMSF DIY Core — VAS / IVV / EXUS / BEMG

Deploy the ISEC cash pile into your chosen global core · SOL kept · ≥5% ISEC cash held at all times · super-tax + refundable franking · CHESS-sponsored, $0 brokerage · not advice

Inputs

Deployment

Starting ISEC cash $295,232

Deploy over 36 mo

Contrib / mo $1,800

Min ISEC cash (always) 5%

Returns & tax

Core gross total return 8.0%

Super tax 15%

Horizon 10 yrs

DIY core

Intl small-cap · VISM 8%

SOL (existing)

SOL holding value $62,603

auto-saved on this device

Regional exposure (whole fund)

Monthly buy plan — sell ISEC → buy each ETF

Total SMSF over time

TotalInvestedISEC cash

SMSF DIY Core — VAS / IVV / EXUS / BEMG

Inputs

Regional exposure (whole fund)

Monthly buy plan — sell ISEC → buy each ETF

Total SMSF over time

Holdings split — year by year YearMonth

Holdings split — year by year