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 in the Options Menu. 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.|
To download an individual report in PDF, Word or Excel format:
- On the left-hand side of the Reports screen, Drag & Drop the Investment Strategy report from the Investment Reports group.
- Once the report has been dragged & dropped, select Options (to the right of the report).
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.
For detailed instructions on how to customise the Investment Strategy Click Here .