Although an SMSF investment strategy is not an advice document, it will need to be tailored and keep trustees front of mind to ensure it is not misconstrued as such.
Speaking at the SMSF Association National Conference, Adam Goldstien, financial adviser at Skeggs Goldstien, said future SMSF investment strategies need to place a greater emphasis on tailoring the strategy to a fund’s circumstances.
Read more at SMSF Adviser.