Investment Education

Investment Education

A key reason for many individuals choosing an SMSF over other superannuation funds is to have control over their fund’s investments.

However, you must balance this freedom of choice with your responsibilities as trustee to ensure that you invest within your SMSF in a manner that is prudent and in accordance with the superannuation laws and the investment strategy that you have set. 

Resources on investment education are available below. 

Learning Modules

Investment Rules

Understand the rules of investing in your SMSF and how …

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Articles and Resources

Videos

Why Diversification Matters

July 2018Hear from Cedric Fuchs, co-founder of Charter Hall about …

Categories
  • Investment Education
  • Understanding SMSFs
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  • Diversification
  • Sponsored Content

Planning your SMSF investments

January 2018When reviewing your SMSF investment strategy and portfolio it …

Categories
  • Investment Education
  • Understanding SMSFs
Tags
  • Diversification