Investment Strategy
Joy Kulavong
2 years ago • 1 min read
The Investment strategy is an important document required under the super legislation.
The purpose of the investment strategy is to outline the core investment objectives and retirement goals for the fund.
The investment strategy should set out why and how the trustees chose to invest the fund in order to meet these goals.
This investment strategy should be in writing and reviewed at least annually to ensure the key objectives and goals are being met and to address and tailored to the relevant circumstances of the members.
Consideration of these specific factors and how it relates to all relevant circumstances of the Fund is required when formulating an investment strategy.
risks involved in the investments chosen
diversification of the fund across assets classes
liquidity of the fund’s assets
fund’s ability to pay benefits and other costs it incurs
whether to hold insurance cover (such as life, permanent or temporary incapacity insurance) for each member of your SMSF.
