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SMSF Investment Strategy – Fund

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SMSF Investment Strategy – Fund

$49.00

Most SMSF investment strategies are prepared after year end and thus may not meet legislative requirements, deeming the fund non-compliant. The LightYear Docs Investment Strategy is a forward-looking document. The main objective is the maximisation of member’s retirement incomes. It adopts a strategy to meet that objective.

SKU: eecae096-f47e-40a5-9380-0718e208106a Categories: ,

Description

It is a requirement of law for a SMSF to prepare an investment strategy. The LightYear Docs SMSF Investment Strategy follows the legal and regulatory guidelines as well as accepted investment objectives and strategies for a SMSF.

► $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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