How often Investment strategy needs to be updated in SMSF?
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SIS Regulation 4.09 requires that SMSF’s review their investment strategies “regularly”
Generally, SMSFs must review their investment strategy documents at once a year. (Though they should do so more frequently if a material change to the SMSF or external factors occurs during the year)
Toby
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SIS Regulation 4.09 requires that SMSF’s review their investment strategies “regularly”
Generally, SMSFs must review their investment strategy documents at once a year. (Though they should do so more frequently if a material change to the SMSF or external factors occurs during the year)
Toby