Important
Simple Fund 360 will provide you with a default Investment Strategy template which is generic in nature and covers aspects of diversification and liquidity. A regular review of the investment strategy is necessary to ensure it is in line with any diversification requirement as outlined in the operating standard of the Superannuation Industry (Supervision) Regulations 1994 REG 4.09. Especially when a trustee’s personal circumstances change or when the economy weakens. To customise the Investment Strategy, use the Template function located accessible in the report pack list. For further information on what is required to be covered in the Investment Strategy, please also refer to the ATO Help
Dates & Asset Allocation
| From the Main Toolbar, navigate to Investments. | |
| Select Investment strategy |
Simple Fund 360 allows you to input your SMSF's projected investment strategy which can then be easily viewed from the Investment Dashboard.
Simply input a strategy date and enter a Minimum, Maximum, and Target percentage for all types of investments for the SMSF's investment strategy.
Once completed, select Save.
Investment Strategy Report
| From the Main Toolbar, navigate to Report. | |
| Select Reports |
New template
The Investment Strategy Report has a new template. If you have set up a custom template and would like to use the new design, you can reset the template by:
- On the left-hand side of the Reports screen, click Add To Pack to move the Investment Strategy report from the Investment Reports group to the report pack list.
- Select Template on the right-hand side.
- Click Reset Template in the top right.
To change the settings of the Investment strategy report:
- On the left-hand side of the Reports screen, click Add To Pack to move the Investment Strategy report from the Investment Reports group to the report pack list.
- Once the report is in the report pack list, select Settings.
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The investment Strategy supports the following options
Member risk profile Select from the following risk profiles for each member:
- Conservative
- Balanced
- Growth
- High Growth
Each member's risk profile will be displayed in the report
Investment rationale Enter the trustees' rationale for the fund's investment strategy and asset allocation. This field has a maximum limit of 10,000 characters. Insurance notes Enter the trustees' consideration of each member's insurance needs. This field has a maximum limit of 10,000 characters. Next review date Enter the date of the next review of the investment strategy.
To download an individual report in PDF or Word:
- On the left-hand side of the Reports screen, click Add To Pack to move the Investment Strategy report from the Investment Reports group to the report pack list.
- Once the report is in the report pack list, select Download PDF or Download Word.
Additional information
The Investment Strategy supports digital signing.
The Date of Strategy in the report is taken from the date entered in the Investment strategy screen.
For detailed instructions on how to customise the Investment Strategy Click Here .
A member has left the fund or passed away.
Once a Date of Death (DOD) is entered for a member, or an End Date is entered on their last account (member left the fund), that member will no longer appear in the Member Risk Profile section of the settings for the financial year the DOD/end date falls in, and for all subsequent financial years.
The member will still appear correctly in prior years. Example: If a member's DOD is 03/07/2025 and the fund's financial year is 2026 (1 July – 30 June), the member will not appear in settings from FY2026 onwards.
Note: If a user wants to include the member for the year of death (or year they left), they can temporarily remove the DOD (or the end date on the last account) to display them again in settings.