SMSFs allow you to have substantial control over your investments and help you create a fund that you can fall back on after your superannuation. These are immensely popular investment methods because they allow trustees to invest in a wide range of investment options and manage them with ease. Trustees bear the responsibility of preparing an effective investment strategy for the fund and they review it periodically and make necessary changes to ensure that maximum yields can consistently be achieved with minimum risk. In addition, the fund’s liquidity position, diversification levels and compliance with the sole purpose test- these are all factors that the trustee should pay attention to.
At AGC Advisory, we eliminate the complexities associated with SMSFs by offering you a solution to manage these tasks quickly, effortlessly. Providing a range of investment options to suit various investment strategies and risk appetites, we ensure that you have options that suit the level of involvement you have with your SMSF.