Documenting a SMSF Investment Strategy

A SMSF is required under the Superannuation Industry (Supervision) Act 1993, “to formulate, review regularly and give effect to an investment strategy.” Depending on the make-up of the SMSF, and the ages of the different members, there will be different factors to consider. Its preferable for the investment strategy to be in writing. The actual document can be long or short, but you need to show you have considered all th erelevant factors.

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