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Print Self-managed superannuation fund (SMSF) advisers need to ensure their SMSF investment strategy to clients is not interpreted as an advice document, according to Skeggs Goldstien. The firm’s director and SMSF specialist adviser, Adam Goldstien, spoke at the SMSF Association National Conference and said the investment strategy document needed to be “trustee driven” and the adviser needed to ensure trustees complied with the rules by “guiding, directing, and leading them”. “Investment strategies are not a plan; they’re a strategy. The document should be no more than four to five pages and ideally include an introduction that explains the purpose of the document, a section on the fund’s profile (which helps to link the strategy back to the fund’s unique circumstance), and sections on the investment objectives and investment strategy,” he said.

Adam goldstienSkeggs goldstienAssociation national conferenceNational conferenceFinancial adviceசங்கம் தேசிய மாநாடுதேசிய மாநாடு