Building SMSF Investment Strategy documents

Smarter SMSF

What the best practitioners use

SMSF investment strategies remain an ongoing focus of the regulator to ensure compliance with the requirements set out in SIS Regulation 4.09.

This upcoming session, we explored the current state of play, including:

the requirements for an SMSF investment strategy within the SIS Regulations and meeting auditor expectations
the ATO’s current views in respect to investment strategies and the need for regular review
How you can create documentation on the Smarter SMSF platform to comply with the investment strategy laws, including dealing with heavy asset concentration within an asset class
how you can leverage the integrations with BGL and Class to prepare these SMSF documents.

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. As an SMSF specialist and CPA with more than 20 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.