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Do I need an investment strategy with a SMSF?

Yes, to set up and run your own SMSF it is a legal requirement to have an Investment Strategy in place so it is a “Complying Fund’. The strategy must reflect the purpose and circumstances of the fund and take into account these key points:
  • How to maximise its member’s returns while taking into account any risks.
  • Include diversification in long term investment strategies.
  • Ensure the fund has the ability to pay benefits as members retire as well as other expenses incurred by the fund.
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