Making the ATO happy – 4 issues to consider for SMSF Investment Strategies

Legal Consolidated prepares pro-forma SMSF Investment Strategies that seek to comply with the ATO’s current perception of best practice. To keep the ATO happy: Keep the Investment Strategy simple and flexible – the ATO is more likely to find non-compliance in complex Investment Strategies. Include the words ‘consideration of diversification, … Continue reading Making the ATO happy – 4 issues to consider for SMSF Investment Strategies