Webinar - 2021-08 - New phase of SMSF investment strategies
Investment strategies have been a topic of significant importance within the SMSF sector over the past few years.
We have seen a much higher expectation being imposed on trustees by the Australian Taxation Office (ATO) and fund auditors to demonstrate how they have adequately considered all of the requirements of an investment strategy as set out in the SIS covenant and operating standard.
In this webinar, Aaron Dunn will be exploring:
- the state of play with SMSF investment investment strategies to satisfy the SIS covenant and operating standard.
- the expectations for a regular review to occur in accordance within SIS regulation 4.09
- how to address heavy asset concentration as part of a fund's investment strategy
- Smarter SMSF's road map in assisting practitioners support their SMSF client's investment strategies