SMSF Investment Strategy


Information for advice professionals only.

SMSF trustees are required to prepare, give effect to, implement and regularly review their funds investment strategy. In this session we will explore what is required to ensure SMSF trustees have a plan in place for investing, maintaining and realising assets in line with the investment objectives and retirement goals of fund members.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.