Page 7 - Statement of Advice

How to get there

Strategy recommendations

Proposed Actions (Strategy) Benefits to you

1. We recommend you invest in the Private Wealth Best of Breed Investing in a portfolio of listed securities will provide:
Assertive portfolio in accordance with your risk profile.
• A very well diversified portfolio across asset classes and best of breed
To facilitate the investment of your account, we recommend you: active managers.
• Deposit the investible cash holdings to a MyNorth • Asset allocation is dynamically managed across the portfolio with a 6–
Investment account 18 month view in mind. The portfolio is well diversified in terms of fund
manager approaches and styles, with selection and weightings based on
manager complementation and outlook.
• This is a simple portfolio approach with underlying stock and security
selection outsourced to best of breed unlisted fund managers.
• The portfolio contains 10-20 best in class active unlisted managed
funds.

2. Review the trust deed for your self-managed superannuation fund • The trust deed contains the rules applying to your SMSF. It is important
(SMSF). that you review the trust deed periodically to ensure it continues to
reflect superannuation legislative changes

3. Review the investment strategy for your self-managed super fund • You are required to review the fund's investment strategy at least
(SMSF). annually to ensure it continues to reflect the purpose and
circumstances of your fund and the members.