There are fintech solutions specifically designed for SMSFs to help Trustees save time and ensure that your investment strategy is aligned with your Trust Deed.
SMSF Solutions are software and online programs specifically designed to help investors with an SMSF (“SMSF Trustees”) make sure they have ticked all the right boxes. This covers a wide range of things and includes considering whether:
Some examples of solutions available for SMSF Solutions are as follows.
A transparent and independent service to help SMSF investors find, rate and review qualified financial advisers.
Adviser Ratings is a service that makes choosing an adviser easier and helps consumers determine whether their current adviser is right for them.
SMSFCheck provides an independent and affordable report on your SMSF’s investment strategy, to ensure it meets your regulatory requirements as an SMSF Trustee.
SMSF Check assesses the investment objectives, risk profile, asset allocation, and insurance and estate planning of your SMSF.
You can review SMSF Solutions options via WealthBricks, here.
Written by: TJ Ryan