We have partnered with Clearwater Capital, a private wealth portfolio manager, to offer a specialist SMSF Investment Review & Strategy Service to accountants and SMSF administrators.

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The service aims to ensure that SMSF Trustees are:

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• Able to meet their obligations under superannuation laws, and

• To meet each member’s retirement objectives

 

In February 2020, the Australian Taxation Office (ATO) released new guidelines setting out what Trustees must include in their Investment Strategy document.

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The new guidelines make it clear that the obligations of SMSF Trustees is to document their investment strategy in greater detail taking into account a number of influences that will impact the end retirement benefits.

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In its guidance, the ATO noted:

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“ An SMSF strategy should be in writing and also be tailored and specific to the relevant circumstances of the SMSF rather than a document which just repeats the words in legislation."

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The service we offer is individualised to each Trustee and their Investment Strategy document. We do not merely offer model portfolios.

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Click the link to our individualised Investment Strategy Documentation and the tailored Investment Portfolio Services.

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