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DIY Super For Dummies, 3rd Australian Edition by Trish Power

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Chapter 15

Super’s Special Investment Rules

In This Chapter

arrow Understanding the two phases of your SMSF

arrow Remembering three important ‘musts’ when investing your SMSF money

arrow Formulating, implementing and reviewing your fund’s investment strategy

arrow Setting a performance benchmark for your SMSF

arrow 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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