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Home Statement of Advice: SMSF Investment Strategy

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  • Statement of Advice: SMSF Investment Strategy

    $175.00 inc. GST (5 accountants)

    What

    SoA template for investment strategy advice

    Suitable for

    Accountants with a limited AFS licence or authorised representative authority

    Contains

    A customisable template for advising SMSF trustees on investment strategy, covering

    • Goals and objectives
    • Scope of advice
    • Fund structure and investments
    • Recommended strategies
    • Securities
    • Managed investments
    • Life insurance
    • Limited recourse borrowing
    • Specialist services
    • Remuneration
    • Client acknowledgements
    Benefits
    • Covers all the SoA regulatory requirements
    • Comprehensive content and user guide
    • Free SoA Fact Find
    • Includes SMSF advice checklist
    • Customisable for your business and individual clients
    • Clear concise and effective language
    • Supports your quality assurance programme
    Use
    • Customise to create compliant SoAs
    • Convenient reference guide
    • Integrate into your advice process
    This price is for use by 5 accountants. Discounts are available for >5 accountants. Contact us for a quote.
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