Strategy Builder
Self-Managed Super Fund Investment Strategy Compliance Made Simple.
Customise your investment strategies effortlessly
At Strategy Builder, we enable you to create effective SMSF investment strategies that align with your unique needs or those of your clients. Our user-friendly platform guides you through the process, ensuring that you generate a document that adheres to the trustee, auditor and compliance requirements.
We believe that compliance shouldn't break the bank. It is essential for your peace of mind and long-term success. Build with us, by better documenting your investment strategies today!
Strategy Builder
Our intuitive tool guides you through the process.
Crafting a personalized investment strategy that documents your SMSF strategy goals and compliance requirements. Whether you're a financial advisor, accountant, administrator or managing your own SMSF, our step-by-step prompts ensure that you create a tailored document that helps you get a better understanding of your strategy and to meet the regulatory standards.
Create your SMSF investment strategy
Crafting your own SMSF Investment Strategy has never been easier.
Strategy Builder provides you with a user-friendly interface that guides you through each step of the process. You'll have access to templates and prompts that help you align your investment strategy with compliance requirements
Tailor your strategy based on your specific goals and risk appetite. You can build a simple strategy document all the way through to a comprehensive strategy that compares your current and new strategy.
What’s more you can change between different styles, to decide on the one that best suits your needs, all before you finalise and then adopt your strategy.
Document generation
Generating tailored documents for your SMSF Investment Strategies
It’s quick and efficient with Strategy Builder. Our platform helps automate the process, allowing you to create comprehensive documentation that meets all necessary standards (obviously based on your inputs)
Simply follow the guides and prompts, input your basic SMSF details, investment classes, complete the tailored questions, and we will provide you with a professionally formatted document ready for use. This not only saves you time but also ensures your documents are accurate, up-to-date and accurate record the trustee focus.
Streamline your documentation process and focus on what really matters – managing your investments effectively and achieving financial success.