
Financial Planning
How to turn your annual SMSF investment strategy review into a genuine analytical exercise
Many SMSF trustees see the annual investment strategy review as a compliance obligation.
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Many SMSF trustees see the annual investment strategy review as a compliance obligation.

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.

How well do we understand our money?