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.