Smsf Investment Strategy Options

Smsf investment strategy options

PRODUCT INFORMATION

COST-EFFECTIVE SUPERFUND INVESTMENT STRATEGY SOLUTIONS

All SMSF Trustees are required under the Superannuation Industry (Supervision) Act 1993 (SIS) to prepare and implement an investment strategy for their super fund that complies with both SIS and the relevant Tax Office (ATO) requirements.

Investment rules are one of the most important requirements for SMSFs and failure to comply with these rules can result in trustees being fined and/or the Fund losing its concessional taxation status.

Topdocs provides advisers with a comprehensive, cost effective investment strategy solution.

SMSF investment strategy

ATO and SIS compliant, our investment strategy documentation includes specific provisions for superfund borrowings (if applicable) and insurance, and can be emailed immediately.

YOUR PACKAGE INCLUDES:

  • The ability to nominate traditional and specific assets
  • The ability to select a specific investment objective
  • Provisions to invest in property via a Super Fund borrowing
  • Specific provisions relating to insurance, which are now required in all investment strategies
  • Trustee minute to adopt the investment strategy
  • Notes on preparing the investment strategy

WHY ORDER A TOPDOCS SMSF INVESTMENT STRATEGY?

  • Easy, online ordering using the Topdocs Document Portal
  • Comprehensive provisions that comply with the SIS and ATO requirements
  • A wide range of available asset classes to choose from to ensure your client's investment strategy spread is accurate
  • Free access to SMSF specialists and technical support

MORE INFORMATION

You can learn more about the Topdocs SMSF Investment Strategy documentation in the RELATED INFORMATION tab.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

Outlined below is additional information relating to the document you have chosen.

Comprehensive SMSF investment strategy solution ...

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Why use a one page Investment Strategy for your clients when you can download a comprehensive, compliant Super Fund Investment Strategy for only $84?

Topdocs' Investment Strategy documentation is comprehensive and cost effective, and includes:

  • The ability to instantly download your Investment Strategies via the Topdocs Document Portal
  • The ability to nominate traditional and specific assets
  • The ability to select a specific investment objective
  • Provisions to invest in property via a Super Fund borrowing
  • Trustee minute to adopt the Investment Strategy
  • Notes on preparing the Investment Strategy.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

Smsf investment strategy options