Investment Objectives

Your SMSF’s primary goal is to provide income for your retirement. To achieve this you need to set some measurable goals.

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Risk Calculator

We believe knowing what your risk profile is should be the driver of your investment decisions and it changes over time.

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Asset Allocation

Diversifying your assets across different classes is about good risk management but also achieving good return outcomes. We provide an asset allocation benchmark appropriate for your risk profile.

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Insurance and Estate Planning

You need to ensure that your SMSF assets are adequately protected so that unforeseen events don’t prevent your goals of providing for yourself and your family in retirement from being met.

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SMSF Investment Strategy


We believe being independent of any financial advice or service provider is the key to our service.

We approach the review of your SMSF’s Investment Strategy in a very systematic way and provide measurement through tools such as benchmarks and validated data provided by an independent global research house.

What Our Clients Say

The SMSFCheck report made it very clear what we do needed to do to get back on track. We changed advisers and feel much more in control.Mr & Mrs K
Self-funded retirees
It was great just to get confirmation that I was ticking all the boxes when it came to running my SMSF.Louise B
Insurance Broker
SMSFCheck helped us realise that we probably needed a change in strategy as we are getting closer to retirement and our high growth approach may no longer be appropriate. We also updated our estate planning needs as a result of the review.Mr & Mrs D
Small Business Owners
We had been really unhappy with our SMSF’s performance since the GFC but didn’t know what we needed to do. SMSFCheck helped us understand where we were getting things wrong and just made a huge difference in helping us make decisions.Mr & Mrs C
Gold Coast
Self-funded retirees

Security and Privacy

We are serious about protecting your privacy and securing the information you provide to us. Our service is secured through our partnership with Amazon Web Services and we do not provide any of your details to third parties unless you request us to do so.