Seminars, Webinars & Discussion Groups

The Investment Strategy- It’s more than a wish list

Name: The Investment Strategy- It’s more than a wish list
SKU: 12535
Price: 88 AUD
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SKU: 12535 · Category: Seminars, Webinars & Discussion Groups

While an integral part of an SMSF’s governance, a common approach to the investment strategy can be more about picking an asset than developing a plan. With the ATO concerned for diversification and a trustee’s obligation to act in the best interests of beneficiaries, this session will cover aspects that can provide a checklist for consideration by both trustees and their advisers. Recorded on Thursday 29 March 2023 Presented by: Phil Osborne TPB CPD Hours: 1 hour FASEA CPD Hours: Technical Competence = 0.50 hours | Regulatory compliance and consumer protection = 0.50 hours