Home > SMSF Investors > Investment Options

Investment Options

One of the benefits of establishing a SMSF is the control it provides you over your investments. A SMSF allows trustees to have access to, and control over, a wider selection of investments that would otherwise be the case.

Investment Strategy Considerations

Trustees are required to have a written investment strategy that considers the whole circumstance of the fund including:

• The risk and return of investments in relation to the investment objectives
• The level of diversification the fund's investments provide
• The liquidity of the fund's investments in relation to future cash-flow requirements
• The fund's need to meet present and future cash-flow requirements

Trustees are required to invest in accordance with their investment strategy and review this on a regular basis. In addition to the investment strategy the fund must comply with the sole purpose test i.e. to provide retirement benefits and/or provide benefits upon a member's death.

Wilson HTM provides a range of SMSF equity investment options to suit your chosen level of involvement. You can do it yourself, work with an adviser, or have our professionals manage your investments for you either on an individual basis or in a pooled investment. No matter what your preferred approach, we have the option that will work for you. Click here for further details.