SMSF Strategies

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There are about 430,000 self-managed super funds in Australia, with assets of almost $400billion. These funds have grown strongly over the past decade and are the largest component of our superannuation market. But they're not for everyone, though there are advantages for those seeking control over their superannuation investments and underlying SMSF strategies.

The first step is to put in place an Investment Strategy. Once in place, the underlying investments and various strategies can be implemented. These decisions must be in line with the funds SMSF Investment Strategy or risk being on compliant.

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Charter Financial Planning Limited ABN 35 002 976 294
Active Financial Services Licensee number 234665
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