Tag Archives | rules

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SMSF assets will not need segregating

SMSFs transferring funds to a tax-free pension account under the proposed cap of $1.6 million will not need to sell or segregate assets from an accumulation account for the same member.

investment rules

Three rules to invest by

Here are three simple investment rules that should see you through the volatile times, or indeed all times. But for starters, it’s a good idea to have a plan, and a portfolio that suits you.

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