Choice of asset range now available within investment strategy

With the Australian Taxation Office (ATO) having recently published updated guidance on their expectations regarding compliance with SIS Regulation 4.09, we have made a small, but important additional feature for users in preparing an SMSF investment strategy report on the Smarter SMSF platform. From this ATO guidance, we have added two additional features now allowing…

ATO’s investment strategy approach… overblown or a chance to step up?

Since the ATO issued letters to 17,700 trustees regarding issues with the diversification requirements, it has been interesting to observe the varying behaviours within the SMSF sector regarding this issue.  For some, it has clearly been seen as an opportunity to go back and review the fund’s within their practice regarding the fund’s investment strategy…