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SMSF Investment Strategy - from $84

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PRODUCT INFORMATION

ENSURE YOUR INVESTMENT STRATEGIES SATISFY THE ATO REQUIREMENTS

All SMSF trustees are required under the Superannuation Industry (Supervision) Act 1993 (SIS) to prepare and implement an investment strategy for their super fund that complies with both SIS 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.

Towards the end of 2019 and into 2020, the ATO provided a mix of guidance and instructions on what it expects of SMSF trustees and their investment strategies.

Topdocs’ investment strategy documentation has been drafted to cater for the ATO guidance, and specifically assists your SMSF trustees to satisfy the ATO requirements by:

  • documenting the personal circumstances of the members of the Fund including their age, retirement plans, likely future contributions and employment status;
  • enabling the trustees to document their considerations regarding diversification where there are limited assets being invested in; and
  • providing specific provisions regarding the consideration of the trustees in relation to:
    • the likely risk and return of the assets invested in;
    • the liquidity and cash flow requirements of the Fund;
    • the ability of the trustee to discharge the liabilities of the Fund; and
    • whether insurance should be held for the members.

You documentation can be ordered as instant email or full service delivery.

For more information on how your investment strategies should be structured to ensure they satisfy the requirements set out in the ATO guidance, please see our article:

SMSF Investment Strategies – 2020 & beyond

download Review the SMSF Investment Strategy order checklist download See the list of documents you will receive

YOUR PACKAGE INCLUDES:

  • 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
  • Specific provisions relating to insurance, which are now required in all investment strategies
  • Trustee minute to adopt the investment strategy
  • Notes on preparing the investment strategy

WHY ORDER A TOPDOCS SMSF INVESTMENT STRATEGY?

  • Easy, online ordering using the Topdocs Document Portal
  • Comprehensive provisions that comply with the SIS and ATO requirements
  • A wide range of available asset classes to choose from to ensure your client's investment strategy spread is accurate
  • Free access to SMSF specialists and technical support

MORE INFORMATION

You can learn more about the Topdocs SMSF Investment Strategy documentation in the RELATED INFORMATION tab.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

ORDERING OPTIONS

ORDER ONLINE

Order your document online in three easy steps:

  1. Login or Join the Topdocs Document Portal
  2. Select your document
  3. Follow the prompts and you're done!

LOGIN

If you haven't used the Topdocs Document Portal before, you can join by clicking on the JOIN FREE button and following the prompts.

ORDER BY FORM

Order your document by completing the form below and returning it to us by email or fax.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

PRICING

ADVISER^
(inc GST)

RETAIL
(inc GST)

INSTANT EMAIL DELIVERY


  • your documents are emailed to you immediately once your order is complete and payment has been made

$84


$99


FULL SERVICE DELIVERY


  • your documents are professionally printed and bound, reviewed by our legal team where required, then delivered to you by Toll Courier
  • delivery is generally the next day

$122


$143


adviser pricing ^ Adviser pricing is available to accountants, financial planners, SMSF specialists and legal practitioners. This pricing is automatically applied when you join Topdocs and sign into the Document Portal to order your documents.

YOUR DELIVERY OPTIONS

When you order a document you can select how you would like it delivered to you. Your options are:

INSTANT EMAIL DELIVERY

  • your document is emailed to you immediately once your order is complete and payment has been made
  • instant email delivery orders are also made available to download from the Completed Orders section in the Document Portal

FULL SERVICE DELIVERY

  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by Toll Courier

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

Outlined below is additional information relating to the document you have chosen.

Comprehensive SMSF investment strategy solution ... [more]

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 Topdocs 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.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.