Description
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
