Before you start making investments, you must have an investment strategy to achieve your fund’s objectives. To create and manage the investment strategy, you must understand the investment requirements.

Super laws require you to prepare and follow an investment strategy for your SMSF and review it regularly.

An investment strategy sets out your fund’s investment objectives and the types of investments your fund can make.

It provides a framework for making investment decisions to increase member retirement benefits.

A financial adviser can help you prepare the investment strategy. However, the fund trustees are responsible for managing the investments in the best financial interests of its members and in accordance with the law.