Strategy Builder
Self-Managed Super Fund Investment Strategy Compliance Made Simple.
What’s included in the finalised strategy?
The finished document can include a range of charts and tables unique to your SMSF. What’s included will depend on the Strategy Style you selected.
You can select a style and preview the end result, if it’s not quite what you want, then you can modify the style and preview again.
You only pay the one fee when you finalise your strategy. Preview as many times as you like.
Here’s a sample of some of the charts, graphs and tables that may be incorporated into the finished strategy document.
Current Strategy Asset Allocation
New Strategy Asset Allocation
Liquidity Indicator
Current Strategy
The current strategy has the following characteristics:
New Strategy
The new strategy has the following characteristics:
Growth Indicator
Current Strategy
The current strategy has the following characteristics:
New Strategy
The new strategy has the following characteristics:
| Asset Name | Min Range | Max Range |
|---|---|---|
| Growth Assets allocation | 20.00% | 50.00% |
| Defensive Assets allocation | 50.00% | 85.00% |
| Asset Name | Percentage |
|---|---|
| Cash | 30% |
| Property – 3 ABC Street | 50% |
| International Shares | 20% |
| Total | 100% |
| Asset Name | Percentage | Min Range | Max Range |
|---|---|---|---|
| Cash and Term Deposits | 20.00% | 8.00% | 30.00% |
| Australian Fixed Interest | 10.00% | 0.00% | 20.00% |
| Floating Notes/Income Securities | 15.00% | 3.00% | 25.00% |
| Australian Shares (Directly held-listed) | 10.00% | 0.00% | 20.00% |
| Australian Equities (via Managed Funds or ETFs) | 5.00% | 0.00% | 15.00% |
| International Equities (via Managed Funds or ETFs) | 15.00% | 3.00% | 25.00% |