SMSF Investment Strategy

Cost Effective Super Fund Investment Strategy Solutions

All SMSF Trustees are required under the Superannuation Industry (Supervision) Act (SISA) to prepare and implement an investment strategy for their Super Fund that complies with both SISA and the relevant Tax Office (ATO) requirements.

Investment rules are one of the most important requirements for SMSFs and failure to comply with these rules can result in trustees being fined and/or the Fund losing its concessional taxation status.

Topdocs provides advisers with a comprehensive, cost effective Investment Strategy solution.  ATO and SIS compliant, our Investment Strategy documentation includes specific provisions for Super Fund Borrowings (if applicable) and is available for instant download.

Super Fund Investment Strategy document contents

Why use a one page Investment Strategy for your clients when you can download a comprehensive, compliant Super Fund Investment Strategy for only $84?

Topdocs' Investment Strategy documentation is comprehensive and cost effective, and includes:

• The ability to instantly download your Investment Strategies via the My Document Portal;
• The ability to nominate traditional and specific assets;
• The ability to select a specific investment objective;
• Provisions to invest in property via a Super Fund borrowing;
• Trustee minute to adopt the Investment Strategy;
• Notes on preparing the Investment Strategy.

Ordering made easy

Topdocs makes ordering your Super Fund Investment Strategies easy by providing you with a range of ordering options, including online via our My Document Portal or via our our easy complete paper order form.