SuperGuide

Superannuation and retirement planning information

Webinar: SMSF investment strategy

Recorded: August 2022

Garth McNally details what you need to have in place to meet your trustee obligations, including

  • What the superannuation rules actually require of SMSF trustees, and what needs to be included in your investment strategy
  • The ATO’s expectations for SMSF trustees and what they consider as acceptable
  • SMSF auditor expectations when reviewing your investment strategy
  • Tips and traps for SMSF Trustees when developing their SMSF investment strategy

This webinar is only available to SuperGuide members. Become a member today.

About the author

Garth McNally

Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds. He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including Chartered Accountants Australia & New Zealand (CA ANZ).

Learn more about SMSF investing rules in the following guides:

Related topics

SMSF investing SMSFs

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