Self-Managed Super Funds Forms

SMSF investment strategy

If you have a SMSF superannuation law requires that you formulate an investment strategy covering how you plan to manage it.

The legislation also asks that you regularly review the strategy.

We’ve come up with an investment strategy example that may help you when preparing your own. You will need to take into account asset diversification, and the personal circumstances of all the fund members, including their age and risk tolerance.

 

There is no prescribed layout for an investment strategy so please add and delete words as appropriate for your fund’s own specific purposes.  The text shown in orange requires the trustee to edit the Strategy.

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