Dear Sir/Madam,
I have asked the annual review fund investment strategy for audit a SMSF
but client provided the Statement of Advice that included information for both their personal and SMSF that the Financial Adviser made in that FY . This SOA also included sections such as Risk Profile, Strategy recommendations, Investment portfolio recommendations etc
I wondering that whether the auditor still need the trustees provide a signed review fund Investment Strategy as normal?
Many thanks
Thanks you