An investment strategy is a formal plan identifying the super fund’s financial goals (investment objectives) and the fund member’s tolerance for risk and the investment time horizon.
The following articles refer to Investment strategy and superannuation.
When setting up your SMSF, you must sign a SMSF trustee declaration that confirms you understand the responsibilities and duties involved in running a SMSF.
Q: Since we can now use super to purchase real estate, is this also true for property in the United States? Can you provide me with some guidance on how I could find out the process and correct entities to form to do this? Thanks.
Trish’s response: Before I answer your question, I need to clarify [...]
Q: Can a SMSF buy/sell call/put options? I understand that CFDs are not permitted because it breaches the charge over asset regulation. However, is that true that options are derivatives and in giving shares as a collateral (when writing options) to the Options Clearing House, it will treated differently (an [...]
In recent years, when presenting to investment forums on DIY super, I often use the term ‘ten commandments’ as a tool to help the audience grasp the major rules that apply to self-managed super funds (SMSFs). Here are what I consider to be the ten commandments of DIY super.
1 You shall . . . [...]
Hi - I'm Trish Power and I am the author of Superannuation For Dummies and many other books on super and investing.And guess what! This site, SuperGuide, is the only INDEPENDENT website for consumers on superannuation in Australia. Read more