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The SIS (Superannuation Industry (Supervision)) Regulations state that 'The trustee of the entity must formulate, review regularly and give effect to an investment strategy that has regard to the whole of the circumstances of the entity.'
When preparing and implementing your investment strategy for your fund, you need to ensure you review it regularly to ensure it still meets yours and the other member's retirement needs.
In this video, we will share with you some considerations when preparing your strategy. We will also provide a case study example to demonstrate this.
Watch the video to find out more or speak to our Ulton Wealth Management team.
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