Holistic SMSF Investment Strategies
Make your SMSF investment strategy an effective part of your overall investment strategy. We take a holistic approach when it comes to managing SMSFs, so our clients can reach their goals and reduce their risk, while taking advantage of every opportunity to grow retirement savings.
What is an SMSF investment strategy?
Think of your SMSF investment strategy (which is required under super laws) as your roadmap to financial success. It's all about crafting a plan for acquiring, holding, and cashing in on assets that align with your dreams of a rockstar retirement. An SMSF investment strategy outlines the 'whys' and 'hows' behind your SMSF's investments. Essentially, how those investments meet the retirement objectives of an SMSF's members.
When conducting the annual audit on your fund, your auditor will check whether it meets the investment strategy requirements under the super laws for the relevant financial year. Because of this, SMSF invest strategy documents are always evolving based on the circumstances of an SMSF's members and the ever-changing landscape of property, investment markets and superannuation laws.
Holistic services to complement your SMSF needs
