SMSF toolkits

The obligation of a self managed superannuation fund to have an investment strategy is both a statutory covenant and a prescribed standard. The investment strategy obligation imposed upon the trustee is to formulate and give effect to an appropriate investment strategy for the fund. For more detail see SUPERCentral

SMSF Investment and Insurance Strategy documentation to assist the superannuation fund and its trustee/s comply with SIS Regulation 4.09.