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Xero – Gold Partner

Does my SMSF need an investment strategy?

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:

  • The diversification of investments (a differing range of assets and asset classes)
  •  The risk and return on investments
  •  The liquidity of assets so the fund can meet its expenses and pay benefits when members retire
  •  The members’ needs and circumstances (such as their age and retirement needs)
  •  If the fund should hold insurance cover for the members

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.

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"Altitude Advisory works with us to find ways to improve our business unlike accountants we have used in the past who were only interested in taking the figures and doing our tax. They're always approachable and call us for a chat which shows us they're truly interested in our business."

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