The ATO’s role in SMSF investment strategy

Michelle Griffiths, our Investment Advice & Wealth Partner was recently quoted in the Self Managed Super magazine’s article “ATO SMSF investment role spelt out”.

The article highlights the ATO’s role in assessing whether a SMSF investment strategy is appropriate.

Read the full article here

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Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2024. Please do not reproduce without the expressed written consent of the author.