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SIS Genie – the SMSF Investment Strategy Generator

You will need the following information in order to complete the questionnaire:

The full legal name of the Fund.

The full legal name of the Trustee(s) of the Fund

The ACN of the Trustee of the Fund.

The full legal names of the Members of the Fund.

If the Trustee is borrowing to buy an asset: identifying details of the asset, the amount of the loan and identifying details of the lender.

SMSF Strategy

SMSF Strategy is an online resource that helps SMSF Trustees and Members to get the most from their Self-Managed Superannuation Fund.

Our mission is to enable investors to take control of their financial affairs.

Our highly qualified team of experts has over 100 years of combined experience in superannuation and more specifically SMSFs.

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May 22, 2017
Warning for SMSFs With No Investment Strategy

We define Your project and Your goals together with You

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