Webinar - 2022-11 - Building your SMSF investment strategy documents

In this webinar, Aaron Dunn will be exploring:

  • What are the stages of the investment strategy and state of play to satisfy the SIS covenant and operating standard
  • The context of the regular review and what's involved in satisfying SIS regulation 4.09
  • What are the obligations within the regulations and what auditors are looking for and some of their observations and where these key lessons have originated
  • Live demonstration of where to find the SMSF investment strategy documents within the Smarter document platform and the utilising the integrations of external software's


You can view the sample documents mentioned within this webinar by searching for them under the 'sample documents' section of the knowledge base.

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