Investment Strategy Builder

Don’t be nervous about completing this form. It’s important, but please remember that an investment strategy document can and should be completed regularly according to your well-considered plan for your SMSF investments. Your investment philosophy doesn’t have to change, but over time your needs will be different which may require you to consider various circumstances.

An investment strategy is a written plan that explains to your future self (or a third party) what you are currently doing in your SMSF (investment wise), what you think the future may hold and why you are investing this way. It is a record of your “SMSF investment story.” There are no right or wrong answers, but you need to make sure that what you write aligns with your current scenario. If you need help to complete it or you are worried about getting things wrong, we are only a phone call away.