Investment Strategy Confirmation Form

This form is to confirm previously completed investment strategy documents are still relevant.

Only use this form if you have a signed and dated investment strategy document on file which you believe still meets the members requirements.

This form is for clients to confirm their investment strategy.

SMSF Details
SMSF Name*

Please refer to your SMSF's Trust Deed to enter the exact name if you are not sure. Your SMSF name is correctly displayed in "My Portfolio".
Date of Last Signed Investment Strategy Document*
DD slash MM slash YYYY
Name of the person completing this form*
Email Address to receive this form*
I Confirm the following:*
- The Trustees of the above mentioned SMSF have reviewed their existing SMSF investment strategy document and;
- Believe that the existing investment strategy document still meets the requirements of the members and;
- All Directors/Trustees authorise the existing SMSF investment strategy to remain in place for the immediate future and;
- All Directors/Trustees will continue to review this strategy at least on an annual basis or when the members inform the Directors/Trustees of their change in requirements and;
- Supervision has not provided any financial advice in facilitation of this form

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SMSF Details