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 gatekeeper for the Regulator in complying with SIS Regulation 4.09.
To help under many of these issues further and to demonstrate how you can build a compliant investment strategy, Aaron Dunn, CEO of Smarter SMSF conducted a webinar was held on 24 September 2020 where he explored:
- The ATO’s compliance approach to investment strategies
- Updated guidance issued by the ATO
- How to document a fund’s investment strategy
- Licensing considerations for practitioners with investment strategies.
Smarter SMSF offers CPD training options as well as smsf courses. Browse our options today.
Watch the webinar
Investment Strategy document
You can find out more about the investment strategy document available to order here.
Author: Aaron Dunn
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
Aaron was awarded the SMSF Association Chairman's Award 2023 for his outstanding contribution to the SMSF sector, having made a significant contributions to sector growth and sustainability, measured against the values of leadership and sustainability.
As an SMSF specialist and CPA with more than 25 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
