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
Financial services professionals rely on Aaron for expertise on SMSF and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews, including the Super System Review and the Reinventing the ATO program.
Aaron is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), having worked within the SMSF sector for more than 20 years. He is the CEO & Co-founder of Smarter SMSF (formerly The SMSF Academy).
Aaron is a family man who loves his sport, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper having jumped a personal best of 2.14m.
