Sharesight users' top 20 SMSF trades of FY21/22

Welcome to our annual Australian financial year trading snapshot for SMSFs, where we look at Sharesight users’ 20 most traded SMSF stocks during the 2021/22 financial year. To find out the market-moving news behind some of these stocks, keep reading.

In this FY21/22 SMSF trading snapshot, buy and sell trades were led by BHP (ASX: BHP), which underwent major changes throughout the financial year, including the unification of its corporate structure and the merging of its oil and gas business with Woodside Energy (ASX: BHP). Trades were followed by Fortescue Metals (ASX: FMG), which has seen its share price fluctuate along with the iron ore price; as well as Woodside Energy, which saw its profit hit a seven-year high before the company’s merger with BHP. Overall, the top 20 SMSF trades were weighted heavily towards blue chip stocks, with a strong preference for mining and banking stocks.

BHP (ASX: BHP)

• August 2021: Shareholders fret over BHP-Woodside merger
• September 2021: Prepares Mt Arthur mine for sale; tells 80 workers to relocate or resign
• October 2021: BHP reports decline in Australian iron ore shipments
• November 2021: Woodside finalises deal to absorb BHP’s petroleum assets
• December 2021: BHP plans to abandon dual listing, unify corporate structure
• February 2022: Pays record interim dividend for third consecutive year
• March 2022: Plans to invest US$79 million in Canadian company Filo Mining
• April 2022: BHP sued over alleged environmental damage caused by Chilean mine
• May 2022: BHP approved to merge petroleum assets with Woodside; could gain AU$9.5 billion

Woodside Energy (ASX: WDS)

• August 2021: Woodside share price struggles throughout August
• October 2021: Further job cuts for Woodside staff amid company restructure
• December 2021: Plans to fight legal action against AU$16.5 billion Scarborough gas project
• February 2022: Woodside profit hits seven-year high; full year dividend surges
• March 2022: Shares surge as oil price continues to rise
• April 2022: Applies for US listing prior to AU$63 billion merger vote
• June 2022: Woodside completes merger with BHP; becomes largest ASX energy company

Fortescue Metals (ASX: FMG)

• July 2021: Fortescue marks 2 billion tonne automated haulage milestone in Pilbara region
• August 2021: Fortescue share price plummets over 20% in August
• September 2021: Posts record AU$14b profit as iron ore price soars
• October 2021: Purchases 60% stake in Dutch renewable energy firm
• November 2021: Fortescue share price on the rise as ASX surges
• January 2022: Acquires Williams Advanced Engineering for AU$310 million
• February 2022: Lowers interim dividend on the back of tumbling profit
• March 2022: Share price drops as iron ore prices impacted by Chinese COVID surge
• May 2022: Share price dives 12% in a week as iron ore continues to fall
• June 2022: Share price falls 9% amid broader market sell-off

Macquarie Group (ASX: MQG)

• July 2021: Macquarie cuts dividend outlook
• September 2021: First-half profit drives share price to record highs
• October 2021: Announces AU$1.5 billion capital raise
• February 2022: Improved market conditions result in record quarter for Macquarie; share price up 34% YoY
• March 2022: Macquarie buys stake in National Grid’s gas transmission business
• May 2022: Share price drops 8% following FY22 results
• June 2022: Announces AU$400 million capital raise

CSL (ASX: CSL)

• July 2021: CSL share price drops due to reports of mRNA vaccine delays
• September 2021: Declares new focus on influenza vaccine research
• October 2021: Dismisses idea of developing homegrown mRNA COVID-19 vaccine
• January 2022: Issues AU$6.3b placement to institutional investors; money to fund Vifor Pharma acquisition
• February 2022: Share price rises 8.5% following half-year earnings results
• May 2022: Share price grows as plasma collection levels recover

Westpac (ASX: WBC)

• July 2021: Westpac forced to pay AU$87m to poorly informed customers
• August 2021: Sells Australian life insurance business for AU$900 million
• November 2021: Share price drops 15% in a month; investor confidence tainted by cost blowout and falling profit margins
• December 2021: Westpac to pay AU$193 million in compensation and ASIC fines for charging dead customers
• January 2022: Westpac share price underperformed compared to other big banks in 2021
• February 2022: Reveals strong quarterly earnings
• May 2022: Commits to AU$8 billion cost cutting program

Commonwealth Bank (ASX: CBA)

• July 2021: Share price dips following worries of Apple Pay regulation
• August 2021: CBA continues with BNPL launch; reports 86,000 customers pre-registered
• October 2021: CBA closes financial advice business
• November 2021: Share price drops as lower net interest margin revealed for September quarter
• February 2022: Shares rise as first-half profit beats expectations
• March 2022: Sells AU$1.8 billion-worth of shares in Bank of Hangzhou
• June 2022: CBA share price plummets following RBA rate hike

Wesfarmers (ASX: WES)

• August 2021: Wesfarmers reports growing profit; forecasts tough year ahead
• September 2021: Wesfarmers increases API takeover bid to AU$764m following rejected bid
• January 2022: Share price up after Woolworths retracts API takeover bid
• February 2022: Profit drops as retail struggles amid pandemic; share price hits a new 52-week low
• April 2022: Share price down in April as consumer sentiment declines
• June 2022: Share price is down 28% in 2022

National Australia Bank (ASX: NAB)

• July 2021: NAB share price drops on Forum Finance fraud allegations
• August 2021: Announces plan to buy Citigroup for AU$1.2 billion
• November 2021: Share price drops despite strong cash earnings for FY21
• February 2022: Quarterly earnings beat expectations, driven by high house prices
• May 2022: Grows first-half profit; raises interim dividend

Telstra (ASX: TLS)

• August 2021: Telstra reports mixed FY21 results; launches AU$1.35 billion share buyback
• October 2021: Share price rises following Digicel acquisition
• March 2022: Announces impending retirement of CEO Andy Penn
• April 2022: Forced to pay more than AU$2 million in refunds due to customer billing error

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Disclaimer: The above article is for informational purposes only and does not constitute a specific product recommendation, or taxation or financial advice and should not be relied upon as such. While we use reasonable endeavours to keep the information up-to-date, we make no representation that any information is accurate or up-to-date. If you choose to make use of the content in this article, you do so at your own risk. To the extent permitted by law, we do not assume any responsibility or liability arising from or connected with your use or reliance on the content on our site. Please check with your adviser or accountant to obtain the correct advice for your situation.

FURTHER READING

• How SMSF trustees can get EOFY-ready
• The importance of asset allocation tracking for SMSFs
• How I manage my SMSF with Sharesight