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This final lesson consolidates everything: a complete recap of the course’s key concepts and strategies, the final quiz, and your course feedback. Finishing is not the end — it is the point where disciplined, documented, real-world investing begins.
- Consolidate all course concepts into one coherent framework
- Demonstrate mastery through the final assessment
- Plan your next 90 days of practical implementation
Estimated time: 45 minutes
8.1 Recap of Key Concepts and Strategies
Build a diversified, low-cost core, add carefully chosen satellites, select investments with documented criteria, trade with discipline, manage actively, protect the downside, and keep everything consistent with your SMSF investment strategy.
Course recap
| Topic | Key Points | Where Taught |
|---|---|---|
| Shares vs ETFs | Ownership vs. diversified funds; risk, income, franking, fees | Lesson 1 |
| Starting small | Lower learning costs, dollar-cost averaging, compounding, Rule of 72 | Lesson 1 |
| Diversification | Four dimensions; removes company risk, not market risk | Lesson 2 |
| Core-satellite strategy | 60–80% low-cost core + sized, survivable satellites | Lesson 2 |
| Investment criteria | Selection funnel, scorecard, fee awareness | Lesson 3 |
| Fundamental analysis | What to buy — financial health, valuation, quality | Lesson 3 |
| Technical analysis | When to act — trends, moving averages, RSI, volume | Lesson 3 |
| Trading with Moomoo | Eight-step workflow, limit orders, T+2 settlement, record-keeping | Lesson 4 |
| Portfolio management | Monitoring, rebalancing (calendar/threshold), benchmarking | Lesson 5 |
| DRPs & contributions | Automated compounding; caps, carry-forward, rebalancing with flows | Lesson 5 |
| Risk management | Stop-loss, take-profit, 2% rule, written exit strategy | Lesson 6 |
| Ongoing learning | Curated resources; communities with ground rules | Lesson 7 |
Your next 90 days — implementation checklist
| Timeframe | Action |
|---|---|
| Weeks 1–2 | Review/update your written investment strategy; confirm the brokerage account is in the fund’s name |
| Weeks 3–4 | Design your core-satellite allocation; complete a scorecard for candidate holdings |
| Month 2 | Execute initial core purchases with limit orders; minute every decision; file contract notes |
| Month 3 | Set DRP elections; schedule your quarterly review and rebalancing threshold check; write your exit strategy |
8.2 Final Quiz and Course Feedback
Final quiz. A comprehensive assessment covering all eight lessons — shares and ETFs, strategy, selection, trading mechanics, portfolio management and risk. Pass mark: 80%. You may attempt the quiz multiple times; the goal is mastery, not a first-pass score.
Course feedback. Your feedback shapes the next edition. Please tell us: which lesson helped most, what was missing, what was unclear, and what you would like covered in an advanced follow-up course.
| Task | Description |
|---|---|
| Final quiz | Comprehensive assessment of all key concepts (pass mark 80%) |
| Feedback | Open-ended form: highlights, gaps, and requests for future topics |
Course Conclusion
Thank you for completing Investing and Trading Shares and ETFs with My SMSF. You now hold a complete, practical framework: you understand the building blocks, you can structure a diversified core-satellite portfolio, you can select investments with documented criteria, trade confidently on Moomoo, manage and rebalance the portfolio, protect it with disciplined exit strategies — and do it all in a way that stands up to your auditor and serves your members’ retirements.
Successful investing is not about predicting markets. It is about continuous learning, discipline, documented process, and adapting calmly to changing conditions. We wish you — and your fund — every success on the journey.
For questions about applying this course to your fund, contact the My SMSF team on 1300 545 516 or via the enquiry form on our website.