What is an Investment Strategy? An SMSF Investment Strategy is a documented plan for making and holding the assets of a Self-Managed Superannuation Fund (SMSF). It outlines how the SMSF manages its investments to meet its members’ retirement objectives. Legal Consolidated’s SMSF Investment Strategy allows for up to six members. Key Features of an SMSF … Continue reading SMSF – Investment Strategy – deals with ATO’s position on ‘diversification’