|Investment Strategy Kit||$440|
This Kit provides a single licence for multi-use by the same SMSF for a 12 month period (eg, to document a number of investment strategies for the same SMSF).
- contains guidance and template documentation with a practical, comprehensive explanation of how to draft investment strategies for SMSFs
- this kit should be used when the investment strategy of an SMSF is being formulated or reviewed
- background information regarding how to draft a proper investment strategy and what the strategy should contain
- template investment strategies, including:
- balanced investment strategy
- real estate only strategy
- gearing strategy
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