Investment Strategy

$165 (incl. GST)

or order as part of a monthly subscription with Create for $275 (incl. GST) per month.

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or login if you are a member.

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Generate an Investment Strategy report for a self-managed super fund (SMSF), which formulates and gives effect to risk, diversification, liquidity, the ability to discharge the fund\’s liabilities and the requirement to consider insurance cover for one or more fund members. The following documents will be generated as part of the completed order:
– Investment Strategy Report; and
– Trustee minute adopting the investment strategy

 

One-click setup in Class, saving you time…

As a Class user, once you’ve ordered your new SMSF, our integration with enables you push the order data in one click to automatically setup the fund in Class – no need to re-enter client information – that is a smarter way!  Watch out video above to see how this integration works.

 

One-click setup in CAS360 – saving more time!

Where you have ordered a company to act as trustee of the SMSF, our integration with BGL’s CAS360 enables you push the order data in just one click to automatically setup all the information from name, ACN, directors, shareholders and more – no need to re-enter client information – a lot smarter than your average!  Watch our video above to see how this integration works.

Ordering online

To start ordering a smarter way, simply follow these steps:

  1. Login or Sign up to purchase as a PAYG member
  2. Select the document that you wish to create
  3. Review & submit your order (and ‘Pay’ if PAYG)
  4. You’ll have the order instantly delivered to you in less than 5 mins.
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or register now as a PAYG member to start ordering now.

Need assistance?

If you require help with ordering your SMSF documents, get in contact with us via live chat, by telephone on 1300 95 94 76, email team@smartersmsf.com.

Become a Member

We offer the following subscriptions:

Create – $275 (incl. GST) per month

providing unlimited monthly access to the complete range of SMSF pension and compliance documents available on the Smarter SMSF platform.

Create Legal – $990 (incl. GST) per month

providing unlimited monthly access to the complete range of SMSF legal documents available on the Smarter SMSF platform.

Accountants Bundle – $550 (incl. GST) per month

providing unlimited access to all create documents, plus new SMSF, company incorporation and death benefit nominations.

Unlicensed Accountants Bundle – $660 (incl. GST) per month

providing the same unlimited access as above, plus the ability to utilise the suite of practical and compliant unlicensed accountant’s letters for common conversations with your SMSF clients.

Ordering Pay-As-You-Go (PAYG)

You can order a Investment Strategy document as a PAYG member for $165 (incl. GST).

Download the PAYG document price list

What documents are included in the New SMSF package?

Upon completion of your order, the new SMSF package will generate the following documents:

  • SMSF Trust Deed
  • Product Disclosure Statement (PDS);
  • Consents for the Trustees, or directors of the corporate Trustee;
  • Trustee minutes relating to the set up the SMSF;
  • Application for membership, including TFN notices;
  • Sample Death Benefit Nomination forms;
  • ATO trustee declarations; and
  • Bank Account establishment kit explaining what to do next.

Having completed your order, you also have the ability to prepare a range of additional documents including (nut not limited to) the fund’s Investment Strategy and Death Benefit Nominations for each member.

What can I call the new SMSF?

Anything you like, as a super fund doesn’t need a name under the common law; no trust does. A trust is not a legal entity, it is a relationship. It is one entity (trustee) holding an asset for the benefit of another entity (beneficiary).

We’ve seen some clever and funny names along the way including Spendid the Kid’s Inheritance Super Fund, MoneyTree Super Fund, Rolling Rich Super Fund, and the Super Duper Super Fund.

Typically, however we see most people taken a practical approach to naming conventions linking back to a family name – e.g. John & Jane Citizen may call their SMSF – Citizen SMSF, Citizen Super Fund, Citizen Family Super Fund, Citizen Retirement Fund – just to name a few…

Importantly, it would be unwise to choose a name that:

  • is obscene
  • is seditious
  • is defamatory
  • suggests connection with royalty or government
  • is misleading or deceptive, or
  • is the same as an unrelated commercial enterprise.

From a practical point of view perhaps it might be best to:

  • use a short name
  • don’t bother with ‘The’
  • use ‘Super’ in preference to ‘Superannuation’
  • not use a name that readily identifies the members or connection with the member’s business.

Does it matter if there is another SMSF with the same name?

No, again you have complete flexibility in calling the super fund whatever you want.

The distinguishing feature between different SMSFs with the same name is the fund’s ABN, which each is super fund is required to register for.  You can search up a list of super fund names through the ATO’s superfundlookup.gov.au

Who needs to sign the fund documentation?

No, again you have complete flexibility in calling the super fund whatever you want.

The distinguishing feature between different SMSFs with the same name is the fund’s ABN, which each is super fund is required to register for.  You can search up a list of super fund names through the ATO’s superfundlookup.gov.au

Investment Strategy – Sample Document

View a sample copy here.

 

Other references

ATO – Setting up a SMSF

ASIC’s MoneySmart – Setting up a SMSF