Heffron | Australia's leading independently owned SMSF administrator

Investments


As trustee, you need to manage your fund’s investments in the best interests of fund members and in accordance with the law. You also need to separate your fund's investments from the personal and business affairs of fund members, including your own. It’s important you have an investment strategy for your SMSF which outlines your fund’s objectives and specifies the types of investments your fund can make. Learn more about the rules of investing and how to create an investment strategy for your fund by reading our Knowledge Centre articles.