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:
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.