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.
Watch the webinar
Investment Strategy document
You can find out more about the investment strategy document available to order here.