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  Super Registry provides financial Advisors, Accountants, Lawyers, SMSF Administrators and individuals with a complete range of SMSF and Corporate documentation  

SMSF Investment Strategy

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Super Registry provides an affordable, comprehensive investment strategy for SMSFs that is both ATO and SIS compliant. 

Specific provisions for the Trustees to commence an SMSF loan are also provided when applicable. 

Our SMSF Investment Strategy package includes:

  • Detailed investment strategy document
  • Notes on the responsibilities of the Trustees in preparing an investment strategy
  • Trustee minute adopting the investment strategy.
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