Tooling up for investment strategy compliance
Many self-managed superannuation funds don’t meet the new investment strategy-compliance requirements while others are “unnecessarily worried” that they don’t, according to Meg Heffron, principal of SMSF administrator, Heffron. Heffron urged financial planners and accountants to brush up on changes to the Superannuation Industry (Supervision) Act, which now requires trustees to regularly review their investment strategies


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