Chapter 15
Super’s Special Investment Rules
In This Chapter
Understanding the two phases of your SMSF
Remembering three important ‘musts’ when investing your SMSF money
Formulating, implementing and reviewing your fund’s investment strategy
Setting a performance benchmark for your SMSF
Complying with super’s investment restrictions
O ne of the advantages of running your own super fund is that your retirement plans are integrated into your working life and personal life. Any decent adviser guiding you on the merits of a SMSF takes into account your business and family commitments, your existing investments inside and outside of superannuation, and your level of income and potential tax bill.
In this chapter, I explain the steps involved in drafting and implementing your fund’s investment strategy (or strategies). In particular, I take you through the process of identifying your DIY super fund’s investment objectives and the process of working out what asset classes your fund is going ...
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