SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09.
In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment strategies, including:
- The requirements for an SMSF investment strategy within the SIS Regulations and meeting auditor expectations.
- The expectations of undertaking a review of the fund’s investment strategy in line with the ATO’s current views.
- How you can create documentation on the Smarter SMSF platform to build an investment strategy report, a review statement and minutes that deal with heavy asset concentration of a single asset, or within an asset class.
- How you can leverage the integrations with BGL, Class and SuperMate to prepare these SMSF investment strategy documents.
You can find out more about the Smarter SMSF investment strategy document suite on the website, https://smartersmsf.com/documents/smsf-investment-strategy/