What is ‘ego’ and is it good or bad? Altitude Advisory Director, Andrew Mattner explains how most entrepreneurs and business owners have big egos,... 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.
Kerri Stutley, Tumby Bay Foodland
Phillip Cross, Royce Cross Agencies