Super trustee investment strategy

Brooke Fenwick


January 11, 2022


“There are those who travel and those who are going somewhere. They are different, and yet they are the same. Successful people have this over their rivals; they know where they are going” – Mark Chaine

So what is the relevance of this statement to trustees of a Self-Managed Superannuation Fund (SMSF) and what does it say about the behavior of the trustees of a SMSF.

Often the trustees’ vision of where the fund is going is impeded by the members focus on the potential income tax benefits associated with contributing to and running a SMSF etc.

The trustees of a SMSF are required, by law, to consider, develop and implement an investment strategy for the fund.

The practical implications of an investment strategy are to scope out the itinerary of where you are going on this road to retirement.

I talk to a significant number of clients about the practical issues associated with their investment strategy and often the key concepts of risk, liquidity and diversification have been misunderstood.

Sure an investment strategy is in place, they are travelling somewhere, but where that is, is still unknown.  The potential return of investment dominates trustees’ thinking.

Given the current state of the economy both in Australia and overseas I believe there has never been a more important time to look at your funds investment strategy.  Years of experience tell me that risks are growing, so do not delay, do it now.

If you would to like chat about the practical issues that you should consider on the road to retirement contact our SMSF division.  You will learn how to potentially maximize the benefits of having a SMSF.

Learn from professionals who have walked the trustee road with a clear picture of where they are going.

By David Darrant

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