SMSF Investment Strategy


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. In this session we will revisit what is expected from a SMSF’s investment strategy and how trustees can demonstrate they have met their requirements.

CPD Accredited


  • Technical competence = 0.75 hour
  • Regulatory compliance and consumer protection = 0.25 hour

ASIC Knowledge Requirements

  • SMSF = 1 hour 


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