[SMSF] Strategy Text Pack

Sale price $55.00 Regular price $72.00

Product Description

Comprehensive Self Managed Super Fund (SMSF) Strategy Text Pack

Contains strategy text for giving the following advice:

  • SMSF Borrowing
  • Setting up a SMSF
  • Winding up a SMSF
  • Administrator Change
  • Asset Purchase from Related Party
  • Change of Trustee
  • Limited Recourse Borrowing Arrangement
  • Cash Reserve
  • Establishing an Investment Strategy
  • Investing in a SMA
  • Investing in Managed Funds
  • Investing in Shares
  • Investment Portfolio Review
  • Rollover from Accumulation phase to Pension phase
  • Segregation of assets
  • Unsegregation of assets
  • Withdrawal from Investment

Strategy text files also include key Benefits of advice, key Risks and disadvantages, how the advice meets your client's objectives as well as links to additional information on self managed super funds.