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SMSF Investment Strategies & Advice

All SMSF Trustees are required under the Superannution Industry (Supervision) Act 1993 (SISA) to prepare and implement an Investment Strategy for their SMSF that complies with both SISA and the relevant Australian Taxation Office (ATO) requirements.

Investment rules are one of the most important requirements for Self Managed Super Funds and failure to comply with these rules can result in Trustees being fined and/or the SMSF losing its concessional taxation status.

Baggetta and Co provides SMSF clients with individually tailored, comprehensive and cost effective Investment Strategy solutions.  ATO and SIS compliant, our Investment Strategies can also include specific provisions for SMSF Complying Loans, if applicable.

An Investment Strategy, however, serves an even greater purpose than just ensuring your SMSF remains complying under the Investment Rules.  Its’ quintessential role is to maximise the benefits available from the fund, and therefore the general financial state of your retirement is going to be directly governed by the success or failure of your Investment Strategy.

A key feature of a SMSF is the enormous range of investment choice on offer.  Almost anything you can invest in as an individual, you can also invest in a SMSF within certain guidelines.  This is both a blessing and a curse.  It’s great to have the choice, but it can also lead investors in the wrong direction when they are trying to figure out which of the many, many strategies out there they should follow within a prudent risk framework.

At Baggetta & Co, we work with SMSF clients to assist you towards an outstanding retirement by providing as much guidance and information as we can on the various investment asset classes, strategies, and investment methods for SMSFs, along with exposing some of the myths and highlighting some of the bigger risk areas that require caution.

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Establised 1989. Over 25 years. Advice you can rely on.

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For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained. Liability limited by a scheme approved under Professional Standards Legislation

Paul Baggetta is the Founder & Principal of Baggetta & Co (ABN 68 786 233 813).

Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.


Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.