The SMSF sector has continued to grow steadily over recent years, despite increasing regulation, growing administrative obligations and ongoing scrutiny from regulators. For many Australians, the appeal of an SMSF is no longer simply about gaining access to different investment options. Trustees are increasingly looking for greater visibility over their retirement savings, more flexibility in […]
READ MORESMSF Investment Strategy Requirements: What Trustees Must Know
SMSF Investment Strategies Every Self-Managed Super Fund must have an investment strategy. While many trustees understand this requirement in principle, fewer appreciate how important the investment strategy is from a compliance perspective. An SMSF investment strategy is not simply a document created when the fund is established and then filed away. It is intended to […]
READ MORE