SMSF Investment Strategies

Investment strategies have been a topic of significant importance within the SMSF sector over the past few years, with 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 upcoming webinar, Aaron Dunn, CEO of Smarter SMSF 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; and
how trustees need to address heavy asset concentration as part of a fund's investment strategy.

Presented by: Aaron Dunn

Financial services professionals rely on Aaron for expertise on SMSF and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews, including the Super System Review and the Reinventing the ATO program. Aaron is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), having worked within the SMSF sector for more than 20 years. He is the CEO & Co-Founder of Smarter SMSF as remains an active practitioner today.

27/05/2022 12:30 PM - 27/05/2022 1:30 PM
Online, Australia

Login with your email address