Helping you confidently meet the additional scrutiny on SMSF investment strategies.
The first component of our Toolkit is a guided wizard that helps you articulate a client's investment strategy and confidently document it to meet auditor
and ATO requirements.
How does it work?
You and your client know why a particular investment or strategies have been chosen. We help you tell that story in a way that will make sense to the fund's auditor and the ATO.
To receive information about our first market release – the guided investment strategy and to be the first to know about all future Toolkit releases, register your details.