22/10/2026
How detailed should your investment plan be before your SMSF even exists?
A proposed requirement would bring the written investment strategy into the registration process.
Planning matters. But so does recognising that investment decisions can develop as trustees research options and organise their rollover.
Would this encourage better preparation, or create paperwork that needs changing almost immediately?
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DISCLAIMER:
The information provided in this recording is for coaching and educational purposes only. It should not be considered personal financial advice. Everyone's situation is different, so before acting on any of the content discussed, please seek independent financial advice tailored to your specific circumstances.