All things SMSF Investment Strategy!

Trustees of an SMSF need to pay close attention to the Investment Strategy rules in the superannuation legislation and regulations. Significant penalties will apply to each trustee for a breach in this area – it pays to get it right!

With a record number of SMSF establishments in the 25FY, it is important to review the ‘basic rules’ of SMSFs to ensure a trustee’s compliance at all times.

Investment strategy considerations are crucial in each phase of an SMSF.  Setup, accumulation, pension and windup stages are so different in many ways, and trustees should review their investment strategy annually against the legislative requirements.

Learning Outcomes:

Attendees will learn:

• What an investment strategy is
• How to draft a compliant investment strategy
• The latest guidance from the ATO
• What an investment strategy review process could include

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation