SMSF Investment Strategy

Self Managed Super Fund Investment Strategy

As a trustee of a Self Managed Super Fund (SMSF), you are required by law to prepare and implement an SMSF investment strategy for your fund and review it on an ongoing basis.

Our team of self managed superannuation specialists have years of experience helping to develop these SMSF strategies and tailoring them to your particular needs. The self managed super specialists are also qualified financial advisors and take pride in developing SMSF strategies.

An SMSF investment strategy is a detailed financial plan made by the trustees of a self managed super fund based on the sole purpose of the fund. it takes into account the current and future financial needs of each fund member and their risk preferences. There are particular occasions when trustees may be required to review and update the SMSF investment strategy. Including but not limited to:

  • Adding a new member to the fund
  • Death or ill health of a member
  • Pension commencement
  • Risk change
  • Specific investment opportunities
  • Family split or marriage breakdown

Trustees may also set particular investment objectives for their self managed super fund, and these objectives may change as the trustees become older.

There are a variety of tips that our team would be delighted to speak with you about. Please also visit our financial planner site.

To discover more about your SMSF investment strategy call our team today on 1300 587 673  or email