Altitude Advisory Partner Kristen Buik was fascinated by the thoughts of Glyn Davis at the AFR Higher Education Summit recently. Here’s what she... 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.
Luke Talbot-Male, Adventures Beyond
Sue & Steve Trezise, Steve Trezise Electrical