SMSF Audit on Investment Strategies
Investment strategies are of top priority to make a superfund investment grow and develop. A strategy cannot exist without objectives and you can’t set objectives unless you have some idea of where you are currently at and what you want to achieve.
SMSF Audit on Superfund Investment Objectives
Try to ask these following questions, it may bring a little help for better decision.
Why does the fund exist?
Can the fund take risks?
Who will bear those risks?
What is the time horizon of the fund?
How many members will it have today, tomorrow and in the future?
What is the expected growth of the fund?
What are its cash flow requirements over the short, medium and long term and how do we account for that?