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Join us at the next BT Academy adviser webinar on June 6
Milo-Arne Wilkinson, behavioural scientist, discusses the power of moments and creating positive experiences. In addition, hear the latest in managed accounts and regulatory news.
The first quarter equity market rally continues into April in light of dovish Central Banks and improving Chinese data, while cuts to Germany’s growth forecast reverberates concerns around Eurozone weakness.
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SMSFs are treated differently from other superannuation funds in a number of legislative and regulatory ways and in order to qualify for this different treatment, which is generally more concessional, an SMSF must meet a set of conditions above those that all superannuation funds are required to satisfy. These conditions can be found in section 17A of the SIS Act.
If your clients are considering becoming a Self-Managed Super Fund (SMSF) trustee, having an understanding of how managed accounts work, and the role they can play in an investment portfolio, may help you in providing better advice.