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    • Popular documents
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      • SMSF Trust Deed
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      • SMSF Investment Strategy
      • Binding DBN
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ATO reminder to review SMSF investment strategies
Compliance, InvestmentsBy Aaron DunnNovember 1, 2021Leave a comment

As trustees and practitioners work through the annual compliance work for the 2021 financial year, the Australian Taxation Office (ATO) is provided a timely reminder (QC 67071) that SMSFs need to regularly review the fund’s SMSF investment strategy to help meet their investment and retirement goals.  The investment strategy is not designed to be a…

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