13/10/2026
Is it time to review your SMSF investment strategy?
SMSF trustees should review their investment strategy at least annually, but changes within the fund can also be a good reason to revisit it.
From diversification and investment risk to liquidity, cash flow, insurance and pension requirements, there’s more to an SMSF investment strategy than simply meeting a compliance requirement.
Our latest article explains what trustees need to consider when reviewing their strategy and why it should continue to reflect the needs of the fund and its members.
Read more: https://hta.com.au/reviewing-your-smsf-investment-strategy/