Wednesday, 2 November 2011

The Self Management Super Fund Investment Strategy

Each SMSF must have a well defined investment strategy in place, that is, a document that details how the Trustee will invest the money in the fund, including a breakdown of asset classes including cash, bonds, shares and real property.

This Word DOC is a well refined investment strategy that I personally use that you may adapt to your SMSF, perhaps changing the mix of asset classes that you want to invest in.

Save yourself some time and hassle and use my investment strategy as a template for your own.

Click here to order and download as a Microsoft Word .DOC immediately. You'll be able to edit the template directly.