Holistic SMSF Investment Strategies

Make your SMSF investment strategy an effective part of your overall investment strategy. We take a holistic approach when it comes to managing SMSFs, so our clients can reach their goals and reduce their risk, while taking advantage of every opportunity to grow retirement savings.

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SMSF investment Strat

What is an SMSF investment strategy?


Think of your SMSF investment strategy (which is required under super laws) as your roadmap to financial awesomeness. It's all about crafting a plan for acquiring, holding, and cashing in on assets that align with your dreams of a rockstar retirement. SMSF investment strategies outline the 'whys' and 'hows' behind your SMSF investments. Essentially, how those investments meet the retirement objectives of an SMSF's members.

When conducting the annual audit on your fund, your auditor will check whether it meets the investment strategy requirements under the super laws for the relevant financial year. Because of this, SMSF invest strategy documents are always evolving based on the circumstances of an SMSF's members and the ever-changing landscape of property, investment markets and superannuation laws.

Holistic services to complement your SMSF needs


As a multidisciplinary advisory firm, BlueRock can create your SMSF investment strategy and ensure it fits with your overall investment strategy. We also review your risks and put the right measures in place to protect you, your business and your family. Our BlueRock advisors can offer the following holistic services to complement your SMSF needs, as and when required.
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Financial Planning

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EO Asset finance special offer

SMSF Loans

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Life Insurance

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The simple estate planning checklist youve been waiting for

Estate Planning

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Construction Property Insurance

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Investing in Property With Your SMSF

Investing in Property with your SMSF

Explore the benefits. Understand the strategies. Know the rules. This comprehensive (and free) guide is essential reading when considering property investment through your SMSF.
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