Your SMSF’s investment strategy is the framework that guides your investment decisions. It pays to have a good investment strategy that is regularly reviewed. Watch this video to learn what factors your SMSF’s investment strategy needs to take into account.

The following warning list should be considered for every investment . If the answer is yes to any of these then  seek advice  before committing to the investment. They may be possible but there are usually processes and limitations you must be aware of in advance.

• Does the proposed investment involve any arrangement or transaction that involves the trustees acquiring an asset from a member or any person that is related, either personally or by business, to a member?
• Does the proposed investment involve any arrangement or transaction that involves lending money to a member, relative or a member or related party? (includes companies and trusts).

• Does the proposed investment involve any form of borrowing or future obligation to repay money? Check your Trust Deed and the Limited Recourse Borrowing Rules

• Does the proposed investment involve any arrangement or transaction that would allow a member or any person or business entity that is related either personally or by business to a member to receive a financial or personal benefit from the asset?

So many people want basic ideas on what they can invest in with their SMSF. Just read my previous blog What can my SMSF invest in? for some details

Are you looking for an advisor that will keep you up to date and provide guidance and tips like in this blog? then why now contact me at our Castle Hill or Windsor office in Northwest Sydney to arrange a one on one consultation. Just click the Schedule Now button up on the left to find the appointment options.

Liam Shorte B.Bus SSA™ AFP

Financial Planner & SMSF Specialist Advisor™

Tel: 02　98941844, Mobile: 0413 936 299

PO Box 6002 BHBC, Baulkham Hills NSW 2153

5/15 Terminus St. Castle Hill NSW 2154

Corporate Authorised Representative of Viridian Select Pty Ltd ABN 41 621 447 345, AFSL 51572

This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.