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


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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