A Guide to SMSF Investment Strategies

Gain practical guidance on SMSF investment strategies, with a focus on compliance, trustee obligations and meeting fund objectives

In this session, we cover:

• State of play with investment strategies

  • A Greater Focus on SMSF Investment Strategies

  • Key Risks for Trustees & Professionals

  • Six Measures Impacting SMSFs

• The Regulator’s compliance approach & guidance

  • ASIC Info Sheet 274

  • Fund Circumstances

  • Investment Strategy Considerations

  • Diversification

  • Formulating a Strategy, Then Operating Outside It

• Regular review of investment strategies

• Auditor’s role & observations

• Documentation