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    SMSF Investment Strategy

    Webinar

    Information for advice professionals only.

    Super law requires SMSF trustees to prepare and implement an investment strategy for their fund. It also requires trustees to give effect to and regularly review their investment strategy to ensure there is a plan in place for investing in, holding and realising assets in line with the investment objectives and retirement goals of the funds members. In this session we will revisit what is expected from a SMSF’s investment strategy and how trustees can demonstrate they have met their requirements.

    CPD Accredited

    FASEA CPD Areas

    • Technical competence = 0.75 hour
    • Regulatory compliance and consumer protection = 0.25 hour

    ASIC Knowledge Requirements

    • SMSF = 1 hour 

     

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    SMSF Residency

    Self-managed super funds (SMSFs) must meet numerous rules to benefit from the concessional tax treatment of superannuation. One of the most important is to satisfy the residency test – that is to be an 'Australian Superannuation Fund' at all times.
    Webinar




    The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.