Sunday, 13 December 2009
Trustees of a SMSF are forced by the superannuation laws to have a well documented investment strategy. A minority of trustees using the advice of the fund's investment strategist are putting in place separate investment strategies for various members of the fund or even for different accumulation and pension superannuation interests in the fund.
The SMSF Strategies Investment Strategy Kit enables advisers to easily and efficiently create strong and certain investment strategies for trustee clients. This includes segregated investment strategies. The Investment Strategy Kit cover a wide range of investments including equities, property - residential and commercial, instalment warrants, art work and other non-prohibited investments. Each investment strategy comes with a comprehensive discussion paper for the trustees of the fund.
To find out further about the SMSF Strategies Investment Strategy Kit - contact us at grant@smsfstrategies.com