Adapting to change

The proposed $3 million soft cap has already got trustees considering their strategies towards making investments via the superannuation system. Cooper Partners director and head of SMSF succession Jemma Sanderson recognises some alternative options for high net worth clients and illustrates the value advisers can add with extensive knowledge about other investment structures. Purchase and download the PDF version.

Latest E-Magazine

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital