Webinar – A guide to SMSF investment strategies

SMSF trustees have a requirement to regularly review their fund’s investment strategy and there is no doubt that this regulatory obligation is coming more and more under the scrutiny of the ATO.  In the past couple of years we have seen the ATO communicating with funds and auditors about market valuations and diversification and there has been a slew of investment related court cases of recent times, leading to the conclusion that investment decisions have to start somewhere, and that place is the investment strategy. 

In this webinar, Tim Miller from Smarter SMSF will highlight the key requirements for the creation and maintenance of an SMSF investment strategy as well as identify when a review should occur and how this can be recognised by the trustees.  The session will consider how much detail a strategy needs to contain as well as identify some of the other regulatory quirks that may be suited to the investment strategy. v
Learning Outcomes
 
At the end of this webinar, participants will have an appreciation for:
  • The ATO must haves in an SMSF investment strategy
     
  • Building a strategy to meet a fund’s objectives
     
  • Dealing with issues such as insurance and other non-standard considerations
     
  • How to regularly review the strategy and when it should be changed

Presenter: Tim Miller

Cost: Free

Date: Tuesday 17th Sept

Time: 12:30 pm – 1:30pm AEST

Register Now

Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.

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