SMSF Investment Decision Tree Guide

To achieve superannuation goals a disciplined approach to investment is required.  However, for SMSF’s this approach must also ensure that any investment decisions satisfy the prudential investment requirements of the SIS Act.  To assist Advisers and Trustees Michael Hallinan has produced a SMSF Investment Decision Tree which outlines the prudential investment requirements of the SIS Act in a manner which is easy to understand and apply when considering a particular investment decision.

To access a copy, please login to your adviser account on www.supercentral.com.au and go to the Investment Strategy section in your SUPERCentral tool kit, or call the Help Desk on (02) 8296 6266.