Skip to content
Smarter SMSF
What the best practitioners use
Smarter SMSFSmarter SMSF

1300 95 94 76

My Cart Contact

  • About
    • Sign up to news
    • Why Smarter
    • COVID-19
  • Membership
    • Packages
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • BGL documents
    • Learn (Training)
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Success Stories
      • Shape Super
      • NorthCorp Accounting
  • Documents
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Document Calculator
    • Integrations
      • BGL
      • CLASS Super
    • PAYG sign up
  • CPD Training
    • All events
    • SMSF Day 2023
    • SMSF Foundations Course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact
  • About
    • Sign up to news
    • Why Smarter
    • COVID-19
  • Membership
    • Packages
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • BGL documents
    • Learn (Training)
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Success Stories
      • Shape Super
      • NorthCorp Accounting
  • Documents
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Document Calculator
    • Integrations
      • BGL
      • CLASS Super
    • PAYG sign up
  • CPD Training
    • All events
    • SMSF Day 2023
    • SMSF Foundations Course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact

Building SMSF Investment Strategy documents

Investments, WebinarBy Aaron DunnNovember 24, 2022Leave a comment

  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…

LRBA interest rates to rise from 1 July 2022

Investments, LRBABy Aaron DunnJune 10, 2022Leave a comment

With an increase in interest rates in Australia by the Reserve Bank, this also has an impact on rates that are required to be charged under a limited recourse borrowing arrangements (LRBA).  The impact of these rate changes is significantly important for SMSFs that comply with the safe harbour terms outlined in PCG 2016/5 –…

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…

The new phase of SMSF investment strategies

Compliance, Investments, WebinarBy Aaron DunnAugust 19, 2021Leave a comment

    Investment strategies have been a topic of significant importance within the SMSF sector over the past few years. There has been a much higher expectation being imposed on trustees by the Australian Taxation Office (ATO) and fund auditors to demonstrate how trustees have adequately considered all of the requirements of an investment strategy…

Why investment strategy reviews are now in focus

InvestmentsBy Aaron DunnAugust 10, 2021Leave a comment

The past couple of years has seen an increased focus on investment strategies within SMSFs.  This focus, whilst initially targeted to a particular segment of the market with LRBAs and heavy asset concentration, has broadened significantly as to the expectations of the Commissioner. Just by looking at the data from our Smarter SMSF platform, we…

→12345→
  • About
  • Documents
  • Training
  • Blog
  • Events
  • Login

Contact Us

1300 95 94 76

team@smartersmsf.com

Address

Suite 4, Level 7, 350 Collins St,
Melbourne VIC 3000



© SMARTER SMSF PTY LTD 2021. All rights reserved. ABN 40623209021
The use of this website is subject to our Conditions of Use and Privacy Policy

All prices are in Australian Dollars. Prices are subject to change without notice.

Go to Top
1300 95 94 76
Make An Enquiry