Investment Strategy

Knowledge Test

Knowledge Topics

Investment Strategy

22 March 2017

SMSF trustees must formulate and give effect to an investment strategy and objectives, in line with SIS requirements.

Investing member entitlements is one of the most important aspects of being an SMSF trustee. The ability of trustees to make adequate returns in line with the fund’s long term investment strategy is vital and making the most appropriate investment decisions for the SMSF comes down to a number of factors including:

  • skill and knowledge of trustees,
  • any independent advice which may be taken, and
  • setting adequate objectives and strategies for the fund.

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