Education

SMSF Investments

Some facts about Self Managed Super Funds

Your Investment Strategy needs to take into account almost every aspect of your SMSF and the following examples are just some of the considerations you need to take into account in preparing your Investment Strategy.

  • Have you considered whether to get insurance?
  • Do you have enough liquidity in your SMSF investment?
  • What about the risks in your investments and their likely return?
  • Have you diversified your investments enough?
  • Are there any members who will be retiring soon?
  • How will they be paid out?
  • What costs will the SMSF incur?

This may sound daunting or even intimidating and for many people, it is, however, it doesn’t have to be that way.
At Investors Direct we have the tools and expertise necessary to help you prepare your personalised SMSF Investment Strategy. Our SMSF Qualified Financial Planners can assess your situation and help you meet all the requirements that you need to keep your SMSF compliant and your retirement funds safe.

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