by smsf | 2 Feb 2017 | Investment Matters
Where the trustee of an existing SMSF receives advice about how to invest the fund’s assets the fund will be regarded as a wholesale investor if the person providing the advice determines that the trustee is a wholesale client, based on the general test. Under... by smsf | 2 Feb 2017 | Investment Matters
Our systems provide 24/7 online reports so your choice of investments will determine the accuracy, immediacy and cost of our service. The optimal position is if your investments are chosen solely from our list of available downloadable investments. This list is... by smsf | 2 Feb 2017 | Investment Matters
As a Trustee you have the discretion to decide what your SMSF invests in. You will need to ensure that all investments are consistent with the SMSF’s investment strategy and do not breach the SIS Act or other laws. You may seek professional investment advice and...