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%
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