Overview
BGL now integrates with Strategy Builder, which aims to make building SMSF investment strategies faster, simpler, and more compliant. Their guided tool helps trustees and professionals clearly document goals, risk, and investment decisions without the complexity or jargon. The user can choose the type of finished strategy they require: simple, detailed, or comprehensive. You can even clone previous finalised strategies from the same SMSF or another of the user’s SMSFs, saving valuable time when preparing a similar investment strategy.
Navigation
| From the Main Toolbar, navigate to Investment. | |
| Then select Investment Strategy. |
On the Investment Strategy screen, locate and click the Order Investment Strategy drop-down.
Then select Strategy Builder.
You will be taken to the Strategy Builder website. From here, you can begin building the fund's investment strategy.