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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.
Phillip Cross, Royce Cross Agencies
Gloria Rowett, Marion Holiday Park