What is an Investment Strategy and an Annual Investment Review?

When you opt to set up an SMSF, the government requires you to set up an investment strategy that explains how you’ll invest your money. There are a few approaches you can take by researching or talking with your financial adviser. 

You’re also required to review and lodge an updated version of this document yearly – this is called an annual investment review. 

The facts 

When you are a member of a retail or industry fund, you don’t directly make the investment choices. On the other hand, with an SMSF, since you’re managing your own investments, it’s important to have a framework to follow – so that you can manage your super in a way that best supports your goals. 

How Selfmade does it

Our platform provides a suggested investment strategy template that you can choose to adopt, along with tools to help keep you compliant.