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Personalised Investment Strategy

Exclusive for practicing accountants & financial advisors

We prepare a fully compliant investment strategy that demonstrates that the trustees have considered the risks of inadequate diversification.

Our strategy is not only personalised to your clients but also does everything else that is required under Regulation 4.09.

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Who is this for?

How much?

Turn around

Practicing Accountants

Everyone with an SMSF needs an investment strategy. Using our investment strategy will help your clients ensure that their investment strategies will pass scrutiny from the ATO and your auditor.

$220 inc. GST

This is one payment per super fund. We will require payment before providing you with the personalised strategy document

Approximately 1 week

Once we have received your order form and payment of our invoice, we will have your personalised investment strategy completed and returned via email within 5 business days.

How does it work?

1.

Download our PDF fillable order form.

2.

Complete the order form with all of the information required.

3.

Email us the completed form to [email protected] & we will send you an invoice for payment, the invoice must be paid prior to us starting the work.

4.

Once payment is received we will prepare your strategy and provide it to you within 5 business days.

Download Investment Strategy Form

Please note that there is no advice given in this process other than to advise 

that the strategy as provided in the order form will comply.