Investment Strategy

Create your Investment Strategy online in minutes

Why do I need an Investment Strategy?

An SMSF Investment Strategy is a legally required document that outlines how the fund’s investments will be managed to meet its objectives. It helps ensure the trustee considers key factors like risk, diversification, liquidity, and the ability to meet member benefit payments. Regularly reviewing the strategy helps keep the fund compliant with regulations and aligned with its long-term goals.

Quick and easy online Investment Strategy set up

Create your Investment Strategy quickly and confidently with our guided process. Designed to help you consider key investment factors while saving time, our structured approach guides you in creating your Investment Strategy quickly and confidently. In just a few simple steps, you’ll have a documented strategy ready for trustee approval.

NowInfinity Documentation Suite Benefits

Complete suite of SMSF setup documents
Quickly and easily set up bank accounts, ABN and TFNs
Order Pay As You Go documents with no lock in contracts
eSignatures and SMS reminders included at no additional cost
Legally backed documents for peace of mind
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All Self Managed Super Fund Documents (SMSF)

Investment Strategy
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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An SMSF Investment Strategy is a legally required document that outlines how the fund’s investments will be managed to meet its objectives.
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SMSF Deed of Establishment
- Digital:$160 Inc GST
- Slimline:$203 Inc GST
- Binder:$260 Inc GST
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An SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.
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SMSF Deed of variation
- Digital:$160 Inc GST
- Slimline:$203 Inc GST
- Binder:$260 Inc GST
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By executing this SMSF Deed of Variation, the Fund adopts a new set of governing rules.
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Change of Trustee
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 INC gst
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The Deed of Change of Trustee takes the approach of retiring or removing all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).
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Trustee Consent and Member Application
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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As part of the process for adding a new member to a SMSF, this document serves as notification that the incoming Trustee/Director has consented to act as a Trustee/Director of the Corporate Trustee and now applies for membership of the Fund. This does not replace a Deed of Change of Trustee (which is a separate service).
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Investment Strategy
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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The Trustee of a SMSF bears the responsibility of managing the investments of the Fund – accordingly, they must formulate, implement and regularly review its Investment Strategy.
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All pricing is GST inclusive
All pricing is ASIC fee inclusive

*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details

Frequently Asked Questions

Can I change my SMSF Investment Strategy?

Yes, trustees can update the strategy as needed, especially if the fund’s circumstances or financial goals change.

How often should an SMSF Investment Strategy be reviewed?

Trustees should review the strategy regularly—at least annually—or whenever significant changes occur, such as new members joining, major investments, or changes in fund objectives.

What happens if I don’t have an Investment Strategy?

Failure to maintain an SMSF Investment Strategy can lead to compliance issues with the ATO and potential penalties for trustees.

What is an SMSF Investment Strategy?

An SMSF Investment Strategy is a written plan that outlines how the fund’s assets will be invested to achieve financial goals while meeting legal requirements.

What key factors should an SMSF Investment Strategy cover?

It must consider risk and return, diversification, liquidity, the ability to meet member benefits, and whether insurance is needed for members.

Why is an Investment Strategy required for an SMSF?

It’s a legal requirement under superannuation law. The ATO expects SMSF trustees to have a strategy that demonstrates how they manage risk, asset allocation, and fund liquidity.

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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Set up an Investment Strategy with ease

Pay As You Go with no lock in contracts

Create your Investment Strategy online in minutes

Why do I need an Investment Strategy?

Quick and easy online Investment Strategy set up

NowInfinity Documentation Suite Benefits

All Self Managed Super Fund Documents (SMSF)