SMSF Strategies
Discover how to develop and manage Self-Managed Super Fund (SMSF) strategies to help clients take control of their retirement savings. This section covers SMSF setup, contribution planning, investment structuring, compliance requirements, and tax considerations, ensuring a tailored and effective approach to SMSF advice. 🏦📊✅
15 articles
Digital Advice - Wind Up Your SMSF StrategyLearn how to use the Wind Up Your SMSF strategy in AdviserLogic’s Digital Advice to close a client’s SMSF and transition their benefits.
Digital Advice - Buy Investment Property for SMSFLearn how to use the Buy Investment Property for SMSF strategy in AdviserLogic Digital Advice to recommend property acquisition within a self-managed super fund.
Digital Advice - Establish a Working Cash Account for SMSFLearn how to use the “Establish a Working Cash Account” SMSF strategy in AdviserLogic to include a transactional cash account for SMSF cashflow management.
Digital Advice - Establish an SMSF Offset AccountLearn how to recommend an SMSF offset account strategy in AdviserLogic Digital Advice
Digital Advice - Establish SMSFLearn how to use the Establish SMSF strategy in AdviserLogic Digital Advice to create compliant SMSF setup recommendations in a Statement of Advice.
Digital Advice - Establish SMSF InvestmentLearn how to use the Establish SMSF Investment strategy in AdviserLogic Digital Advice to recommend a tailored investment approach for a client’s self-managed super fund.
Digital Advice - Limited Recourse Borrowing (LRB) SMSFLearn how to use AdviserLogic Digital Advice to recommend an SMSF Limited Recourse Borrowing Arrangement (LRBA).
Digital Advice - Reviewing your Investment StrategyLearn how to evaluate and update your client’s SMSF investment strategy in AdviserLogic Digital Advice.
Digital Advice - SMSF Establishing an MDALearn how to use the SMSF Establishing an MDA strategy to recommend a Managed Discretionary Account within a Self-Managed Super Fund (SMSF).
Digital Advice - SMSF Invest in Direct SharesLearn how to prepare advice for recommending a direct shares investment strategy within a client’s SMSF.
Digital Advice - SMSF Investing in an SMALearn how to recommend a Separately Managed Account (SMA) within a Self-Managed Super Fund (SMSF) in AdviserLogic’s Digital Advice.
Digital Advice - SMSF Platform SwitchLearn how to use the SMSF Platform Switch strategy within AdviserLogic Digital Advice to recommend switching an SMSF to a new platform.
Digital Advice - SMSF Strategies - Using an Administration ServiceLearn how to recommend using an SMSF administration service within AdviserLogic’s Digital Advice module.
Digital Advice - SMSF Trustee - CorporateLearn how to recommend a Corporate Trustee for your client’s SMSF using the SMSF Trustee Structure – Corporate strategy in Digital Advice.
Digital Advice - Trustee Structure - IndividualLearn how to use the SMSF Trustee Structure – Individual strategy in AdviserLogic Digital Advice to recommend or review individual trustee arrangements for a Self-Managed Super Fund (SMSF).