SMSF Forms

Investment Strategy

Superannuation law requires that the trustee/s of a Self Managed Superannuation Fund (SMSF) formulate, review regularly and give effect to an investment strategy.

This investment strategy example may assist you in preparing your own. Trustee/s needs 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 funds own specific purposes.  The text shown in orange requires the trustee to edit the Strategy.

Click on the link to automatically download our template.

Investment Strategy Template

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