FREE SMSF RESOURCES

OUR FREE RESOURCES FOR YOUR SMSF

These resources are free for existing SMSF trustees and for those contemplating setting up an SMSF.

SMSF Investment Strategy

SMSF Investment Strategy

Template of a SMSF investment strategy

Pro forma Minutes

Pro forma Minutes

Template to record member meetings

SMSF Derivatives Risk Statement

SMSF Derivatives Risk Statement

Required for options trading

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