A quick and easy-to-use guided document tool that contains everything you need to document the investment strategy review process.
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.
Subscribe today from $20 (+GST) per user per month and gain access to each new component as it’s released.
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.
Review an existing investment strategy and document this process.
Quickly and easily create updated strategies that reflect trustee discussions.
Give accounting clients a tool to assist regular review of existing strategies.