SMSF Investment Strategies

Every self-managed superannuation fund MUST have a documented Investment Strategy!  It is a requirement of the Superannuation Industry (Supervision) Act 1993 (“SIS Act”), the primary legislation governing SMSFs.

Section 52(6) of the SIS Act (and its Regulation 4.09(2)) provide that the trustee(s) of the fund must implement, and regularly review, an Investment Strategy taking into account –

  • the risks associated with the investments covered by the strategy,
  • the diversification of those investments,
  • the liquidity of those investments,
  • the fund’s ability to meet its liabilities,
  • amongst other considerations.

The fund is also required to consider the insurance needs of the members and determine whether it is appropriate to meet those needs within the self-managed superannuation fund environment on their behalf.

Now as of July 2016, Accountants may only provide advice and assist with the formulation of your fund’s Investment Strategy if they hold an Australian Financial Services Licence (“AFSL”).

Holding our own Licence allows us to provide this service, free from the biases of of a large Financial Planning Dealer Group and the Banks.

Let's get together and talk...

We would love to meet up and discuss how we can help moving forward, coffees on us and of course there is no cost for an initial chat so don’t put it off any longer.

What our customers say

Please be advised that I have known Tom Meredith for some 7 years now. Tom has been my personal and Business Accountant over that period and I would have absolutely no hesitation in recommending his services to anyone that was in need of a competent and thorough Accountant.

I have always found Tom to be very honest, reliable and trustworthy in all matters pertaining to our Business needs. Tom is friendly and always willing to help wherever possible.

If you are in need of an Accountant with the above acumen, you need look no further.

Neil E Parsonage

Director, Oxford Securities Pty Ltd

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