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couple at an office desk reviewing a document with their laptop computer open ensuring that their investment strategy for their SMSF is valid and complete. Investment strategies are critical.

Investment Strategy formulation for SMSFs

Investment Strategy formulation, documentation and implementation are amongst the most important tasks for trustees of self-managed super funds (SMSF). An

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Brisbane

Level 1
2042 Logan Road
Upper Mt Gravatt QLD 4122
07 3421 3456

Warwick

Paul Ashton & Associates – CPAs
2 Alice Street
Warwick QLD 4370
07 3421 3456

Continuum Financial Planners Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735| AFSL 229892 Suite 4, Level 24, 1 Market Street, Sydney NSW 2000

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