We guide you through the process step by step with an easy to complete questionnaire.
Meet Legal Requirements
Create your own Investment Strategy that complies with the rules that govern Self Managed Funds
Edit and update your document as circumstances change with no additional fees.
The SIS Genie questionnaire makes it easy to prepare a complying Investment Strategy that addresses key issues of a SMSF, such as its:
Risk / return profile
Ability to discharge its liabilities
Asset mix (ie diversification of investments)
Need to provide insurance for its members
The questionnaire is designed to help you to consider your own approach to these issues and formulate appropriate answers. The result is a complying Investment Strategy that is tailored to your SMSF’s specific circumstances.
It’s a legal requirement to have a detailed and well-conceived SMSF investment strategy
Recent changes to the regulations governing SMSFs reflect the concerns of the ATO that SMSF trustees are not adequately managing the investments of their Funds
Now, not only is it a legal requirement to have an investment strategy but also the strategy must be reviewed and “given effect” on a regular basis.
In order to be compliant with regulations, Self-Managed Super Funds need to prepare and implement a comprehensive and thorough investment strategy. Trustees who do not follow a defined investment strategy risk fines and other penalties from the Australian Taxation Office
Our online resources will help you get the most out of your self-managed super fund.
Explore key issues vital for those starting out with SMSFs and those looking for greater understanding of their existing funds. Our online tools and guides have been developed to help you understand and confidently navigate the sometimes complex world of SMSFs.
SIS Genie – an Online SMSF Investment Strategy Generator
SIS Genie helps SMSF Trustees create their own Investment Strategy that complies with the rules that govern Self Managed Funds.
The SIS Genie questionnaire makes it easy for Trustees to prepare a complying Investment Strategy tailored to your specifc circumstances.
The popularity of self-managed superannuation (SMSFs) is impressive by any standard. SMSFs make up the biggest segment of the $2.3 trillion superannuation investments. Over the last decade, SMSF assets have trebled in size to $700 billion, which represents nearly 30% of total superannuation assets in Australia. It is expected that SMSFs will continue to grow by 5% each year.
Trustees of Self-Managed Super Funds (SMSF) are required to meet many legal obligations under Australian regulations. One of the most important obligations is to formulate and implement of a comprehensive and considered investment strategy which is required to be tabled in the minutes of its annual general meetings and be made available to each member of the SMSF on request.
Make the most of your SMSF. Create your own investment strategy. Take control.
The SMSF Genie helps SMSF Trustees and Members to get the most from their Self-Managed Superannuation Fund. If you are looking for peace of mind that your strategy meets all required regulations, try the SMSF Genie out now.
Have any questions? Engage and discuss with our SMSF experts in our “ask a specialist“ and discuss key issues with leading experts in SMSF.
Contact us now and get assitance from our highly qualified team of experts with over 100 years of combined experience in superannuation and more specifically SMSFs.