SMSF Investment Strategies - CapitalQ

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.

More about Self-Managed Super

We are committed to helping small business owners achieve peace of mind & reposition for future opportunities.

Book your FREE Initial Consultation today and receive a FREE BUSINESS GUIDE

Book Now!

What our customers say

Logo for Ray Ellis

CapitalQ helped me get off the 9 to 5 treadmill and effectively retire from real work in my late twenties.

I am a property person through and through. I believe there is no better way to build genuine wealth than via property. I have undertaken residential property investing and residential property developments (large and small) and as a result effectively retired from real work in my late 20s. Throughout that time Duncan and the Team at CapitalQ have been my partners (both as advisers and at times literally by taking interests in my projects). I would recommend to anyone thinking about venturing into property investing to ensure CapitalQ are part of the process and watching your back. You need sound personal budgeting, investment analysis, project costing, appropriate structuring, short term and long-term tax planning and ongoing tax advice (and not just covering Income Tax but also GST, Land Tax, Stamp Duty, the list goes on). CapitalQ know all aspects of the property game, and have the hands-on experience as well. Many think property investing is easy, but I can assure you, without the right partner providing the right advice, you will come undone.
Ray Ellis Ray Ellis

Ray Ellis

Property Investor and now owner of Xceed Real Estate

Footer
LinkedIn icon