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14/08/2018Business

Investment Strategy for an SMSF – Suggestions From the Auditor Point-of-View

As an SMSF Auditor, I have seen many instances where the investment strategy is either out-of-date, and does not have the relevant and correct clauses in place. These issues identified include:

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Disclaimer: D.S Audit Services is an SMSF Audit-only firm and do not provide financial advice. All information provided is general in nature, and has been prepared without taking into account of the Trustees’ objectives, financial situation or needs. Trustees are advised to consider their own circumstances and seek advice from a Licensed Financial Advisor before investing or making any decision.

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