Whilst preparing for yet another fast approaching tax season, it is important to consider the changes implemented by the Government for the 2021... Read more
It is a requirement of all Self-Managed Superannuation Funds to have a written investment strategy.
The simple answer is yes!
The investment strategy provides the trustees with a framework and guidance for making decisions involving investments to increase members’ benefits.
An investment strategy is required to include, or at least consider:
It is also important to regularly review investment strategies to take into account changing circumstances and needs of members.
Please contact Altitude Advisory for more information.
Rodney Quinn, Quinn Transport
Luke Talbot-Male, Adventures Beyond