free SMSF investment strategy

pathway to better SMSF


A superannuation fund is required to have an investment strategy.

It's likely that you were provided with a generic investment strategy when you first established your this freebie may not have any further value for you...sorry!

I've been using and evolving this investment strategy to help trustees satisfy the requirements of SMSF auditors.

The requirement for a superannuation fund to have an investment strategy is found in both the SIS Act section 52(2)(f) and in the SIS Regulation 4.09(2).

The form I email you has been designed to assist trustees in meeting that requirement.

The form I email you was not prepared by a licensed financial advisor taking into account all of the circumstances of each SMSF member and the SMSF.

The form I email you should only be used to guide you as to what the requirements of the SIS legislation and SIS regulations are.

The form I email you is fully editable and may require some formatting to suit your word processing software.

Should you require any further assistance with investment strategies you should consult with a licensed financial advisor.


I respect your privacy...the ABN field will help populate the form and aside from the ABN and an email address, no other form fields are compulsory.......fill in as much (or as little as you feel comfortable with).

Generic Investment Strategy - emailed to you and FREE!

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