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  1. R

    Rolling over part superannuation into SMSF

    Well said Paul. I believe a good adviser in this area should put all facts on the table and almost try to talk a beginner with a small balance out of such a strategy. After the potential client has gone away and applied thought/research and still believes it is the right strategy then the...
  2. R

    Rolling over part superannuation into SMSF

    The raft of advisers/promoters do not let a small (but fundamental) detail like that get in the way of suggesting an IP inside a small balance SMSF is a good idea. After all, the only legal requirement is that trustees (not the advisers) formulate and give effect to an investment strategy...
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