Your design, your future
A good investment and review strategy can be likened to a road map-it helps you get from where you are now to where you want to go. Every superannuation fund must, by law, draw up and implement an investment strategy.
Bringing you Peace of Mind
The complexity of that strategy will depend on the amount of capital available and the investment desires of the members. Our focused service enables us to obtain best investment research and advice to help you achieve your desired investment strategy for your SMSF.
We will document the SMSF investment strategy – and regularly review from professionally prepared plan selection of investments, and or review of your existing investment strategy.
We ensure investments are made only after considering your overall strategy, with attention paid to the investment's risk and return, diversification, the fund's ability to meet payments as they arise, and whether the investments are at arm's length.