SMSF Investment and Insurance Strategy
This SMSF Investment and Insurance Strategy and has been prepared to assist the superannuation fund and its trustee/s comply with SIS Regulation 4.09.
The supply of this template document does not, and is not intended to, constitute financial product advice, a dealing in a financial product or a financial service.
SIS Regulation 4.09 requires that the trustee of a self managed superannuation fund formulate, review regularly and give effect to an investment strategy that has regard to the whole of the circumstances of the fund including:
investment risk (making, holding, realising) and investment return having regard to the objectives and cash flow requirements of the fund
(b) composition of the fund’s investments as a whole including diversity or the risk of lack of diversity
(c) liquidity in light of the fund’s cash flow requirements
(d) ability of the fund to discharge existing or prospective liabilities
(e) whether the fund should insure one or more of the member/s
The investment strategy can include the ability of a member or class of members to direct the trustee in relation to the investment of a particular asset or assets in accordance with SIS Regulation 4.02
This template document must be completed tos uit the particular curcunstances of the superannuaton fund and the member/s thereof.
This 16 page document set includes:
- Explanatory notes
- Written resolutions
- Table A to investment & Insurance Strategy
© This document set provides a single use licence.
For assistance please call the SUPERCentral Help Desk on 02 8296 6266 or make an enquiry.