Information for advice professionals only.
Super law requires SMSF trustees to prepare and implement an investment strategy for their fund. It also requires trustees to give effect to and regularly review their investment strategy to ensure there is a plan in place for investing in, holding and realising assets in line with the investment objectives and retirement goals of the funds members. But what does this all mean?
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Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.