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Compliant SMSF Investment Strategy

Learn how SMSF trustees can prepare a compliant investment strategy that meets ATO requirements. This guide covers diversification, risk assessment, liquidity, insurance considerations, and how to document your strategy to satisfy regulatory obligations.

SMSF Rules

3 min read

Who Can Be a Trustee or Director of an SMSF?

SMSF trustees and directors must meet specific eligibility criteria set by the ATO to ensure fund compliance. This article explains who can serve as a trustee or corporate director, disqualification rules, legal personal representatives, trustee consent, and declarations to support trustees and mortgage brokers in managing SMSFs responsibly.

SMSF Basics

3 min read

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