Investment Strategies destroy the red tape reduction strategy

For well over 10 years now various Governments have put forward the concept of reducing administrative red tape for SMSFs whilst at the same time progressively increasing obligations surrounding formulating and giving effect to a fund’s investment strategy.  During the 2019/20 Financial Year we saw the ATO reaching out to certain SMSFs with single asset strategies as well as releasing their most comprehensive guide to the considerations of an investment strategy.  Whether it be insurance considerations, future retirement income covenants, best financial interest or asset benchmarking, the SMSF industry has come a long way since the early ATO carefree attitude towards what an investment strategy should look like.  Whether it is ATO or auditor scrutiny, now more than ever SMSF trustees need to understand that the investment strategy is their ultimate guide to “how do I achieve what I want in retirement” and importantly it’s an ongoing work in progress not set and forget.

This webinar will identify all the key considerations of an investment strategy incorporating the expected and unexpected lifecycle events that may occur during the life of a fund.  With one eye always on liquidity the session will also delve into the legislative requirements that all funds must contemplate from establishment through to benefit payment stage so that no fund can operate under misguided compliance advice.

Learning Outcomes:

At the end of this webinar, participants will understand:
  • The function of a fund’s investment strategy
  • How 2020 provided the timely reminder of maintaining appropriate liquidity
  • How an ineffective/inappropriate investment strategy can lead to multiple compliance issues
  • That off the shelf investment strategies probably don’t pass the smell test

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Presenter: Tim Miller

Date: 23 February 2021

Time: 12:30pm – 1:30pm AEST

Cost: FREE

Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.


Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.