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Member Directed Investment Strategy

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Member Directed Investment Strategy

$49.00

Members may be of different ages and stages in their life. An investment strategy for a pension member may not be appropriate for a younger member seeking to maximise their accumulated wealth in a SMSF.

SKU: 14806d7d-8ad9-4730-9caf-fc22c5522d02 Categories: Investment Strategies, SMSF Establish, Maintain & Upgrade
  • Description

Description

This document creates a law abiding SMSF investment strategy. Under the LightYear Docs Trust Deed a separate investment strategy can be created for any member’s interests in the Fund. This also extends to more than one member sharing an investment strategy.

► $49.00 (inc GST) – OR provided under your unlimited membership

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

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