Accounting & Financial Advisory for Individuals & Businesses

SMSF Investment Strategy

A SMSF is required to have an Investment Strategy.  It is imperative that you implement an investment strategy that complies with the SIS Act and ensure that the assets held in the Fund are invested in accordance with this strategy.

The Investment Strategy of a superannuation fund must take into consideration a number of factors including but not limited to:

  • Risk and return
  • Diversification
  • Liquidity
  • Asset Allocation
  • The Fund Trust Deed
  • The determination on whether the fund should hold an insurance contract on behalf of its members. 
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