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Investing

You need to manage your fund's investments in the best interests of fund members and in accordance with the law.

Last updated 30 June 2021

You need to manage your fund’s investments in the best financial interests of fund members and in accordance with the law. You also need to ensure that you separate your fund's investments from the personal and business affairs of fund members, including your own.

Visit our ATO CommunityExternal Link to ask a question and read moderated answers about investing.

Find out about:

Your investment strategy

How to develop your self-managed super fund (SMSF) investment strategy and achieve your investment objectives.

Sole purpose test

Your fund's investments are for the sole purpose of providing retirement benefits to members.

Ownership and protection of assets

Manage your fund's investments separately from the personal or business investments of members, including your own.

Restrictions on investments

Check if your investments on a commercial 'arm's length' basis.

Carrying on a business in an SMSF

SMSF trustees must comply with the trust deed, sole purpose test and other rules when carrying on business activities.

QC23319