Page 2 - Statement of Advice

What you are seeking advice on

Key issues to address (scope of our advice)

During our discussions, you asked us to provide you with advice on the following areas:

• Barry, you are seeking investment advice for $400,000 held in your SMSF’s cash management account to achieve an improved rate of return on cash held
in your SMSF.

You requested that we limit our advice to these areas and the needs and objectives as outlined below. Due to the reduced scope, our advice may not address all of
your issues and needs.

Your needs and objectives

In preparing our recommendations we have taken into consideration your personal and financial goals and objectives. These are outlined below:

• You want to invest $400,000 cash in your term deposit which would mature towards the end of October.
• You are looking to sell your SMSF's investment property and will then consider investing further money into the portfolio should this occur.