Investment Strategy

/Investment Strategy
Investment Strategy2018-11-07T08:12:00+00:00

Investment Strategy

One of the first things the trustees of an SMSF must do, after the fund has been set up, is to document and investment strategy for the fund. It can be as detailed or brief as the trustees want.

The important thing to remember is that it must take into account diversification, the connection between risk and the likely return from investments, the liquidity of fund’s assets which will affect the fund’s ability to pay benefits to members and also the running costs of the fund, and the risk profile and possibly differing needs and circumstances of the members.