SMSF investment strategy requirements

Make sure your SMSF investment strategy is on track and reviewed on a regular basis. Your SMSF investment strategy All SMSF trustees are required to prepare and implement an investment strategy for members of their fund. As the name suggests, an investment strategy sets out what the fund can invest in and all investment decisions […]

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Office

Level 1, 73 Canadian Bay Rd
Mount Eliza
VIC 3930
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Mailing

P.O Box 121
Mount Eliza
VIC 3930

Let's

Get in

Touch

Office

Level 1, 73 Canadian Bay Rd
Mount Eliza
VIC 3930
View on map

Mailing

P.O Box 121
Mount Eliza
VIC 3930