Developing an SMSF investment strategy - Janet Gleiber - ContactCenterWorld.com Blog
An SMSF investment strategy is a plan for making, holding and liquidating the investments of the self-managed superannuation fund, while ensuring that the strategy reflects the objectives of the SMSF. An investment strategy details what your SMSF can invest. All investment-related actions must follow the investment strategy. The trustees of an SMSF are required to prepare and implement, on an ongoing basis, an investment strategy of that SMSF.
Publish Date: January 24, 2019 7:26 AM