BT. The future is wide open

The September quarter delivered mixed performance across markets around the world with the US stock market posting its strongest quarterly performance since 2013 and Japan delivering a stand out market return on the back of a weakening yen.

When your client has an SMSF, you may need to consider whether they want to continue to maintain their SMSF in retirement and how their Trust Deed is set.

Email is the primary method of communication with your clients, but email is also a great channel for fraudsters to steal identities and facilitate fraudulent requests. Read our top tips on what to look out for and actions to take to confirm it’s your client you’re dealing with.