THE BIONIC PLANNER: Why robo-advice should be embraced not feared

SMSF establishment needs justification beyond ‘generic’ client statements: AFCA

SMSF establishment needs justification beyond ‘generic’ client statements: AFCA

The nation’s financial services dispute resolution service has made clear that justifying the establishment of an SMSF requires more than just vague indications from clients that they want more control of their super.

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