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  • Membership
    • Packages
      • Create25
      • Create50
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      • Create250
      • CreatePlus+
    • BGL documents
    • Learn (Training)
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
  • Documents
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Document Calculator
    • Integrations
      • BGL
      • Class Super
    • PAYG sign up
  • CPD Training
    • All events
    • SMSF Day 2022
    • SMSF Foundations Course
  • Blog
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Webinar – Building an investment strategy
Compliance, Investments, WebinarBy Aaron DunnSeptember 28, 2020Leave a comment

The topic of SMSF investment strategies remains at the forefront of both trustees and practitioners – we know this because approx. 23% of all documents ordered this year on the Smarter SMSF platform have been investment strategies, addressing key deficiencies in fund documents that need to satisfy an increased focus by auditors acting as the…

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1300 95 94 76

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