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Your SMSF: when expenses and investments are not at arm’s-length

24-May-2021 | Self-Managed Super, Superannuation

We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate to related party transactions – that is, interactions between the SMSF, its assets, and its members (or relatives of members). We’ve set out some of the common questions and answers.

Are all your SMSF eggs in one basket?

09-Sep-2019 | Self-Managed Super, Superannuation

The investment strategies of Self Managed Superannuation Funds (SMSFs) are under scrutiny with the Australian Taxation Office (ATO) contacting 17,700 trustees about a lack of asset diversity.

Our alliance with ROCG allows us to access an international network specialising in strategy, finance and operations.

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