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 Recorded Webinar: SMSF Investment Strategies: Does it All Stack Up?

Date: Friday 5th August 2022
Duration: Approximately 1 Hour


The investment strategy remains a work in progress to keep up with regulatory change and ensuring compliance with ATO requirements. This session looks at recent developments and what is required for full compliance. It includes:

  • Importance of reviewing existing strategy
  • Key factors for review:
  • composition of investments
  • risk and return strategy
  • liquidity
  • insurance needs of members
  • ability to meet liabilities
  • Is diversity an imperative?
  • What are the trustee’s risk parameters – are they clearly defined?
  • How much to allocate to growth assets?
  • Aligning strategy to goals of members
  • Meeting the ATO compliance obligation on investment strategy
  • Ensure sole purpose test met – aligning the strategy with the test
  • Who can assist with the investment strategy – licensing considerations
  • Case study
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: SMSF Investment Strategies: Does it All Stack Up? Ian Burgess, Director, Burgess CA Pty Ltd, Brisbane

Ian Burgess is a director of Burgess CA Pty Ltd, a boutique tax and superannuation advisory and compliance business supporting high wealth family groups. Ian formed the business, with his wife Alison, after 33 years’ experience in Tax with EY/Andersen. Ian provides private business owners and investors tax advice 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.  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: WBEAUG22
 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.