Build these SMSF Documents Price
Investment Strategy 2017 $55
Investment Strategy 2016 $55
Investment Strategy 2015 $44
Investment Strategy 2014 $33
Investment Strategy 2013 $22

 

What is an SMSF Investment Strategy?

An Investment Strategy is a plan for making and holding the Self-Managed Super Fund’s assets.

As circumstances change, it is important that the Investment Strategy is reviewed and updated at least annually, and the Minutes contained within this document are your evidence of this. 

The law requires that all Self-Managed Super Funds have an investment strategy. This helps the trustee make decisions on how they are going to invest for the best interests of the members.

Our Investment Strategy is fully compliant with Commonwealth legislation, contains Minutes for the Self-Managed Super Fund to adopt the Investment Strategy, as well as a letter from our law firm confirming that you have built a compliant Investment Strategy.

The Australian federal government provides generous tax concessions that come from operating a 'compliant' self managed superannuation fund (SMSF).

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SMSF Investment Strategy

Dr Brett Davies, CTA, AIAMA, BJuris, LLB, Dip Ed, BArts(Hons), LLM, MBA, SJD
Legal Consolidated Barristers and Solicitors
Toll free: 1800 14 16 12
Mobile: 04777-96959
Email: brett@legalconsolidated.com
Skype: brettkennethdavies