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%
Join SuperGuide to continue
Independent expert guidance for your SMSF
Master SMSF specific strategies so you can capitalise on the unique opportunities available to SMSFs
- Comprehensive super and SMSF rules and strategies in plain language
- Admin and compliance made easier with step-by-step checklists
- Insights on the most popular SMSF investments
- Regular updates and webinars to keep you informed and compliant
Leave a Reply
You must be logged in to post a comment.