SMSF Investment Strategy
tailored specifically to help you reach your investment objectives and retirement goals
After undertaking an intense analysis of your personal situation, risk tolerance, investment objectives and retirement goals, we create an investment strategy to effectively address risk, liquidity requirements, investment asset classes and diversification. Our comprehensive investment strategies outline the specialised approach that will be taken to realise your investment objectives and retirement goals.
An SMSF is required by law to have an investment strategy in writing, that has been created with the personal circumstances of the members in mind. The ATO has warned investors against using investment strategy templates as they will not be compliant unless the strategy directly outlines each member’s retirement goals and addresses how the asset classes invested in are going to meet these objectives.
We create compliant, comprehensive and goal-orientated investment strategies that address:
- The SMSF’s cash flow requirements and investment objectives, with a detailed outline of the expected return and risk of the assets used to meet these requirements.
- The asset allocation and the reasoning behind why each asset class was chosen in regard to diversification, investor objectives and risk mitigation.
- Cash flow requirements and the liquidity of the fund’s assets, so your fund won’t be left short when it needs cash to make a pension payment or pay tax.
- The SMSFs ability to extinguish liabilities.
Armed with an expertly created investment strategy that has been tailored specifically to your needs, your fund will tick all of the compliance boxes when it comes to regulation, as well as hold the map that will lead your SMSF to success by choosing suitable investments and managing risk.
Taking Care of Your SMSF From Beginning to End
Working with us is easy, fast and cost-effective
SMSF Setup
Correctly and compliantly establish your SMSF ready to invest for your retirement
SMSF Investment Strategy
Expertly designed around risk, liquidity, diversification and cash flow requirements
SMSF Loans & LRBA
Increasing borrowing capacity and sourcing the best loans to fund your investments
Annual Compliance Reporting
Maintain compliance with our accountants preparing annual accounts, tax return and audit
SMSF Insurance
Protect yourself, your loved ones and your assets with a comprehensive insurance strategy
Retirement Planning
Put a plan in place to create the income you need to fund your lifestyle goals in retirement
Pensions & Withdrawals
Access your SMSF with tax-effective income streams and withdrawals after meeting a condition of release
Winding Up an SMSF
Correctly wind up your SMSF according to the trust deed and compliance regulators
