Self Managed Superannuation Fund Investment Strategies
There are two amendments relating to SMSF Investment Strategies that will commence in the 2013/2014 financial year:
- Trustees of SMSF’s will now have to consider, as part of its Investment Strategy:
- Trustees must also now “review regularly” their Investment Strategy.
As a result of this change in legislation, it is critically important that reviews are undertaken on a regular basis and appropriate documentation is maintained to evidence that all regulations have been complied with.
Sinclair Wilson Investment Services, in conjunction with the Sinclair Wilson Superannuation Team, can assist SMSF Trustees satisfy their legislative requirements.