SMSF Investment Strategy update time

Now that it is getting closer to the end of the financial year, it is an opportune time to review your SMSF investment strategy.

The ATO now require this investment strategy to include a review of the need for life insurance within the SMSF. 

While there is no obligation to have it, it is required to be considered and documented.

If you would like to review your existing life insurance, please feel free to call me on 1300 78 55 77.