Investment Strategy

Getting your investment strategy for your SMSF right is vital!

Have you considered your SMSF’s goals and objectives before investing SMSF money? In 2019, the ATO increased its focus on SMSF investment strategies, in particular diversification. The ATO’s focus was aimed to educate Trustees of SMSFs to consider diversification, risks, cash flow, liquidity and insurance when making investment decisions for the...