Your SMSF investment strategy and portfolio in 2018
As a trustee you are required to review your investment strategy regularly to ensure it continues to reflect the purpose and circumstances of your fund and its members.
This Insight Paper outlines what you must take into account when determining your fund’s investment strategy. It also details what different types of asset classes a self managed super fund can invest in and the requirements that must be satisfied
We recommend that you gain the advice of an SMSF Specialist when making decisions regarding your fund’s investment strategy. To find your nearest SMSF Specialist, use our Find a Specialist function.