When do you use a Member Directed Investment Strategy

Generally investments held by a trustee are pooled. However with multi-generational funds younger members will want a different investment profile than older members. Under the superannuation laws the trustee must apply a best interests duty, so to have all investments in cash for younger generations may cause problems.  Alternatively the Trustee can offer an investment strategy to different members such as an LRBA property strategy while older members can be in less risky investments.  

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024