Garth McNally details what you need to have in place to meet your trustee obligations, including
- What the superannuation rules actually require of SMSF trustees, and what needs to be included in your investment strategy
- The ATO’s expectations for SMSF trustees and what they consider as acceptable
- SMSF auditor expectations when reviewing your investment strategy
- Tips and traps for SMSF Trustees when developing their SMSF investment strategy
Presenter: Garth McNally
Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds.
He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers.
Get more guides like this with a free account
Get independent guidance and practical tools to help you manage your SMSF confidently, stay compliant and make informed decisions as a trustee.
Trusted by 5,000+ members · Independent · Ad-free
Prefer full access? See what’s included in membership.
Leave a Reply
You must be logged in to post a comment.