-
Level 2, 1 Prowse Street West Perth WA 6005
- 08 9430 7888
Level 2, 1 Prowse Street West Perth WA 6005
There is too much buzz around setting up the SMSF and how it can benefit its trustees with flexibility and relaxed retirement. Being an SMSF trustee, you need a robust strategy that can consider all the aspects of your member needs as per self managed super fund property investment.
Going as per law, SMSF Trustee needs to create and follow a written smsf investment strategy and review consistently. If there is any obstruction of law, the ATO department has the right to penalise the trustee as per the nature of law. SMSF Auditor checks investment strategy as a part of the task associated with the fund’s annual return.
Our investment strategy revolves around every aspect of the SMSF to achieve the best possible results for our clients.
Are you facing any troubles and seeking support regarding your investments?
Get in touch with us as we can tailor your fund’s particular circumstances and provide you with dedicated solutions catering for your needs.
If you’re unsure about how to form your fund’s SMSF investment strategy, you can get advice from a licenced financial adviser. To invest successfully in SMSF, there is a solid need for an SMSF investment strategy that can help you pick the best investments appropriate as per your needs.
If you are unaware of the investment strategy, the best option will be choosing our SMSF investment expert that can design investment options as per your preferences. Our created Investment Strategy is the product of the financial plan created by our SMSF investment advisors and other noted experts. We can build your investment portfolio that will purely revolve around your lifestyle. Over the years, we have successfully designed strategies that can meet short and long terms goals as per the circumstances and market.
Below are the SMSF investment options available for Trustees.
SMSF trustees and minutes of the meeting trustees agreed to adopt the strategy need to sign the investment strategy.
No, there is no such requirement to register or lodge the investment strategy with any government body. Considering the Suppernuation law, SMSF needs to make sure that they have a copy of the strategy resolutions of SMSF records for the minimum duration of 10 years.
The investment strategy needs to be reviewed once a year and must be approved by the authorised SMSF Auditor.
Authorised Financial Advisor like us can prepare, update or review your investment strategy as it requires specialised knowledge and expertise. We are one of the best financial advisors that can guide our clients using our resources.
