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SMSF Investment Strategy Requirements: What the ATO Expects in 2026

Apr 16, 2026

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7 min read

SMSF Investment Strategy Requirements: What the ATO Expects in 2026

Every SMSF must hold a written investment strategy - and it has to reflect how the fund is actually invested today. Most don't. Here's what that means at audit time, and what to check before yours.

Sam Corrie
Sam Corrie

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