Investment Strategy

It is a requirement of the superannuation laws that a fund has a written investment strategy which considers the risks of acquiring and holding an asset, considering the cash flow requirements of the fund and also the insurance needs of the members of the fund.
This document is a detailed investment strategy for clients.

  • Personal Details
  • Getting Ready
  • Fund Details
  • Trustee Details
  • Member Details
  • Investment Objective and Asset Allocation
  • Insurance and Liabilities
  • Complete

Contact details

These contact details will be used for further clarification