Super Toolkit: Investment Strategy Review

A quick and easy-to-use guided document tool that contains everything you need to document the investment strategy review process.

Investment Strategy Review

Heffron Super Toolkit

We are building a range of SMSF components including wizards, calculators, forms and guided documents that will support you and your clients through their unique SMSF journey.

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The Investment Strategy Review is the third component of the Heffron Super Toolkit.

Investment strategies need to be reviewed regularly. Our newest Super Toolkit item, Investment Strategy Review, helps document this process. 

The Investment Strategy Review can be used to confirm an existing strategy's status and if any changes are required, just use the existing Super Toolkit Investment Strategy tool to create a new one.

The Investment Strategy Review can be used for any fund, regardless of whether the original strategy was created in the Heffron Super Toolkit or elsewhere. 

Who is it for?


Accountants

Review an existing investment strategy and document this process.

Advisers

Quickly and easily create updated strategies that reflect trustee discussions.

Auditors

Give accounting clients a tool to assist regular review of existing strategies.