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 Recorded Webinar: The SMSF Investment Strategy – Keeping the ATO Onside

Date: Tuesday 3rd August 2021
Duration: Approximately 1 Hour

The continued focus of the ATO on SMSF investment strategies has raised a number of compliance issues that must be addressed. This session looks at the key issues, including:

  • The ATO focus on investment strategies – understanding the underlying motivation
  • Regulations relevant to the investment strategy – the compliance framework
  • Is the ATO saying that having one asset class is a bad thing?
  • The importance of trustees regularly reviewing the investment strategy
  • Diversity in the strategy – the importance of documenting diversity?
  • Should clients be drafting their own investment strategies?
  • The risk profile of the strategy
  • Liquidity of the fund – cash flow and prospective liabilities
  • Penalties when the investment strategy is not compliant
  • Advising on the investment strategy versus financial planning – when are you venturing outside your turf?
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: The SMSF Investment Strategy – Keeping the ATO Onside

Ian Burgess, Partner, Ernst & Young, Brisbane

Ian Burgess is a Tax Partner at EY, based in Brisbane. He is the Oceania and Asia Pacific EY Private Tax Leader and has more than 30 years’ experience working with high wealth family groups.

Ian advises private business owners and investors on structuring business and investment interests and on wealth accumulation, superannuation, succession and estate planning strategies.


This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.   This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: WBDAUG21
 Price:  $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.