Developing a Tax-Effective SMSF Strategy

What is the best way to develop an acceptable SMSF Strategy for the taxman. Do you have an example?

 

A: Thanks for the question.

There is no right or wrong investment strategy. It is up to the Trustees.

You are required by law to have one, and periodically review it to make sure it is appropriate. The ATO won’t inspect it, but your SMSF auditor, when they sign off on your fund, will probably want to cite it and make sure it is current.

On our website, you can see an example. Here is the link: https://switzersuperreport.com.au/smsf/sample-investment-strategy/

 

regards


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