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Revise your SMSF investment strategy

Self-managed super fund members should revise their strategy regularly to ensure it continues to reflect their circumstances and the fund’s investment objective. A self-managed super fund requires a clear, well-documented investment strategy to be successful. Characteristics of these SMSF investment strategies include:

– ability to pay benefits when members retire. A member must be able to maintain their standard of living when they leave the workforce.

– consider member needs and personal situations. The strategy takes on board the member’s age, their expected retirement date and identifies an appropriate investment option.

– liquidity of the fund assets. It is crucial for members to ensure they have sufficient cash to pay fund expenses.

– identifies the likely returns from investments to manage the risks associated with the investments.

– Adequate diversification of investment to help with handling the risks and returns.

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