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Strategy

Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.

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Your investment strategy is not a template

As a valued road map to your ultimate financial goals, a well-defined investment strategy is an essential step in retirement planning, which ...

Getting NALI – Part 2

In the last part of our series on NALI, we discuss SMSF Trustee capacity and how to apply the new ruling in practice.

Getting NALI - Part 1

It's safe to say that the SMSF industry was never going to sanction LCR 2021/2 ("the LCR") in any form.  But as it is now law, we have to ...