Kraan Investments SMSF Governance Portal

1. Trustee details

Trustee: Kraan Investments SMSF

Contact: trustee@kraaninvestments.com

2. Investment strategy summary

High-level summary of objectives, risk tolerance, liquidity needs, and key constraints.

• Objective: Long-term capital preservation and income.
• Risk profile: [e.g. Moderate / Balanced / etc.]
• Liquidity: Maintain sufficient cash for pension/expenses.

3. Key documents

Links to your documents (you can later replace these with real OneDrive/SharePoint links):

• Trust deed
• Investment strategy document
• Latest audit report
• Contribution and pension records

4. Change log

Use this section to record governance changes and rationale.

• 2026‑03‑17 – Initial governance homepage created.