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Home / SMSFs / SMSF investing / Everything SMSF trustees need to know about rebalancing

Everything SMSF trustees need to know about rebalancing

Penny Pryor
Penny Pryor

One of the key ongoing responsibilities self-managed super fund (SMSF) trustees have when it comes to their investment strategy is to make sure their investments remain within their pre-determined allocations for particular asset classes.

Learn more about devising an investment strategy.

Ideally, an investment strategy should include asset allocations split across a diversified portfolio of growth and defensive style investments, which might look something like this:

  • Equities 0–70%
    • Australian 0–60%
    • Global 0–20%
  • Cash or fixed income 0–20%
  • Property 10%
    • Listed property trusts 5%
    • Unlisted property trusts 5%
  • Alternatives 0–5%

About the author

Penny Pryor
Penny Pryor
Penny has nearly two decades experience of writing, reporting and editing financial services publications for both institutional and retail readers. She has contributed to, and edited, the Money Section of the Sun Herald and The Sunday Age. She has written for the Australian Financial Review and the Sydney Morning Herald, the Cooperative Research Centres Association publication KnowHow Magazine, JMoney, In The Black and Global Investor.
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