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OUR SERVICES    Your Superannuation    Self Managed Super Funds    What can My Self Managed Fund Invest in?
What can My Self Managed Fund Invest in?

The SIS legislation gives you ample latitude to judge for yourself the merits of investment opportunities as they arise.

You can invest in literally anything you choose, provided it fits the fund's overall investment strategy and passes the "sole purpose test" within the legal guidelines.

The trustees (you) must still ensure that investments are made only after considering a number of questions including:

  • Is the investment for the sole purpose of providing for my retirement?
  • Is the investment consistent with my Investment Strategy?
  • Does the investment breach any of the Investment standards?
 
 
Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.
There are many paths to wealth creation - your financial 'stage' in life determines the strategy or strategies that best suit you. There is an optimal path for your unique situation. What works for your neighbour may not work for you.
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