Best Tools for Managing an SMSF Trading PortfolioWhen you trade stocks through a Self-Managed Super Fund (SMSF), it's not just about performance, it’s about precision, documentation, and control. That’s why serious SMSF traders rely on the right tools to develop, test, and automate their trading systems, while staying compliant with ATO regulations. From strategy development in Amibroker or...
Adrian Reid
Adrian is a full-time private trader based in Australia and also the Founder and Trading Coach at Enlightened Stock Trading, which focuses on educating and supporting traders on their journey to profitable systems trading. Following his successful adoption of systematic trading which generated him hundreds of thousands of dollars a year using just 30 minutes a day to manage his system trading workflow, Adrian made the easy decision to leave his professional work in the corporate world in 2012. Adrian trades long/short across US, Australian and international stock markets and the cryptocurrency markets.
His trading systems are now fully automated and have consistently outperformed international share markets with dramatically reduced risk over the past 20+ years.
Adrian focuses on building portfolios of profitable, stable and robust long term trading systems to beat market returns with high risk adjusted returns. Adrian teaches traders from all over the world how to get profitable, confident and consistent by trading systematically and backtesting their own trading systems. He helps profitable traders grow and smooth returns by implementing a portfolio of trading systems to make money from different markets and market conditions.
SMSF Compliance and Trustee Responsibilities
SMSF Compliance and Trustee ResponsibilitiesRunning your own Self-Managed Super Fund (SMSF) can be incredibly rewarding, but it also comes with serious legal responsibilities. As a trustee, you’re not just an investor. You’re the person the ATO holds accountable for every decision made inside the fund. From understanding the SIS Act and meeting the sole purpose test, to submitting your annual...
Using Algorithmic Trading Systems in an SMSF
Using Algorithmic Trading Systems in an SMSFIf you’re running a Self-Managed Super Fund (SMSF) and trading stocks, consistency, control, and compliance should be top priorities. That’s where algorithmic trading systems shine. They take the emotion out of the equation, reduce decision fatigue, and provide a clear structure you can document and repeat. Whether you're trading momentum, mean...
How to Set Up a Self-Managed Super Fund for Stock Trading
How to Set Up a Self-Managed Super Fund for Stock TradingSetting up a Self-Managed Super Fund (SMSF) to actively trade stocks can be very appealing and financially rewarding when done right. More control, more flexibility and potentially much better performance. But this is not something to be taken lightly, you're taking the wheel, and that comes with serious responsibility. Whether you’re...
Trend Following Profit Targets: Do They Work?
Is Taking Partial Profits in Trend Following a Rational Idea?TLDRTaking partial profits in trend trades feels sensible. When a position grows large and starts swinging your portfolio around, locking in gains can seem prudent. But when we objectively test profit targets and scaling out of positions inside a systematic trend following strategy, the data tells a different story. As you’ll see...
Managing Liquidity and Drawdowns in SMSFs
Managing Liquidity and Drawdowns in SMSFsLiquidity isn’t exciting, until you need it. In an SMSF, liquidity is your safety net, the ability to access cash when the market turns, the ATO knocks, or pension withdrawals are due. Yet, many traders ignore it in favour of chasing growth or high-yield positions that can’t be exited without a fight. If you’re trading within an SMSF, it’s not enough to...
Pros and Cons of Stock Trading in an SMSF
Pros and Cons of Stock Trading in an SMSFIf you're a logical, independent thinker exploring how to make your retirement savings work harder, you've probably considered setting up a Self-Managed Super Fund (SMSF) to trade stocks. On the surface, it sounds like a smart move - tax advantages, full control, and investment flexibility. But is it really the right vehicle for your trading style and...
Tax Benefits of Trading in a Self-Managed Super Fund
Tax Benefits of Trading in a Self-Managed Super FundTrading stocks inside a Self-Managed Super Fund (SMSF) isn’t just about more control, it’s about keeping more of what you earn. If you’re serious about building wealth through active investing, understanding the tax advantages of an SMSF is essential. From reduced capital gains tax to franking credit refunds, the tax structure can give traders...
SMSF Trading Strategies: Systematic vs Discretionary
SMSF Trading Strategies: Systematic vs DiscretionaryIf you're managing your retirement wealth through an SMSF and actively trading stocks, one question matters more than most: Should you trade using a rules-based system or rely on instinct? The answer can make or break your consistency, compliance, and long-term performance. Discretionary trading gives you flexibility, but it also exposes your...
Optuma VS Metatrader 4: Which Trading Software is the Best?
If you're a serious systematic trader, MetaTrader 4 (MT4) lacks the depth and structure needed for robust backtesting and strategy design. Optuma offers stronger capabilities for technical charting and scripting, but it’s still not purpose-built for fully systematic, portfolio-level testing. While both platforms serve different purposes, neither is ideal for systematic traders who want fast,...
TradeStation VS Beyond Charts: Which Trading Software is the Best?
Here’s the bottom line upfront: TradeStation is a powerful all-in-one trading platform with excellent brokerage integration, broad market access, and high-speed backtesting for single instruments. Beyond Charts, on the other hand, is a more focused tool tailored to charting, scanning, and visual strategy development, ideal for traders who want to explore technical ideas visually before coding...
Metatrader 4 VS Metatrader 5: Which Trading Software is the Best?
MetaTrader 5 is better suited for systematic traders than MetaTrader 4, thanks to its faster backtesting engine, multi-threaded performance, and improved strategy development environment. However, both fall short of serious backtesting platforms like RealTest if your goal is deep portfolio-level simulation and robust system design. If you’re trading based on rules, not hunches, the right trading...