Prior to Investing your Super Benefit, it is a requirement under current Super Law that an SMSF formulate and give effect to an Investment Strategy. An Investment Strategy is simply a plan for making, holding and realising SMSF Investments that reflects the SMSF's Objectives (eg increasing the value of Member Benefits). In establishing an Investment Strategy the following steps should be taken into account.
Step 1: Develop Investment Objectives.
Step 2: Develop a Strategy to achieve the Investment Objectives.
Step 3: Monitor the Objective and Strategy with a periodic Investment Review.
For more information on the Investment Strategy, please click here.