Investment Strategy

Self-managed super funds (SMSFs) have long promised greater investment freedom than traditional super funds. In recent years, that freedom has lured a growing number of SMSF trustees toward physical gold – coveted as a “safe haven” asset amid market uncertainty and inflation. With the SMSF sector now overseeing more than $891 billion in assets for over 1.1 million Australians,…

So, your SMSF Administrator or Accountant now needs to use an Independent Auditor, and suddenly, you’re being asked for more than just the one-page SMSF Investment Strategy template you used to sign without much thought.  The reason an investment strategy is required for an SMSF, and why it needs regular reviews, is because personal circumstances, markets, and…