Specialist investment services.

We have partnered with Clearwater Capital, a private wealth portfolio manager, to offer a specialist SMSF Investment Review & Strategy Service to accountants and SMSF administrators.

The service aims to ensure that SMSF Trustees are:

  • Able to meet their obligations under superannuation laws, and

  • To meet each member’s retirement objectives

 

In February 2020, the Australian Taxation Office (ATO) released new guidelines setting out what Trustees must include in their Investment Strategy document.

The new guidelines make it clear that the obligations of SMSF Trustees is to document their investment strategy in greater detail taking into account a number of influences that will impact the end retirement benefits.

In its guidance, the ATO noted:

“ An SMSF strategy should be in writing and also be tailored and specific to the relevant circumstances of the SMSF rather than a document which just repeats the words in legislation."

 

The service we offer is individualised to each Trustee and their Investment Strategy document. We do not merely offer model portfolios.

Click the link to our individualised Investment Strategy Documentation and the tailored Investment Portfolio Services.