Writing your SMSF investment strategy (including templates)
The ATO has updated its advice around what it wants to see in an investment strategy. Here’s what you need to know, along with what you need to do following a market correction.
SMSF checklists
Set out below are the latest articles that relate to smsf checklists.
SMSF annual admin checklist
Want to avoid an SMSF penalty? Make sure you use our annual admin checklist.
Starting an SMSF pension checklist
The following checklist will help you get on top of everything that needs to be when starting an SMSF pension.
SMSF investment strategy health checklist
A health check of your SMSF’s investment strategy could help improve your fund’s performance.
SMSF trustee meeting event checklist
The minutes from trustee minutes are very important documents for your SMSF. Your auditor will examine them carefully every year and if your fund is ever randomly examined by the ATO, you will be in a much better position if you have comprehensive minutes around all major decisions made for the fund.
