Normal view MARC view ISBD view

Bridging a disconnect in SMSF advice / by Ben Power

By: Power, Ben.
Series: Professional Planner.Publisher: Australia, Conexus Financial, Edition: 94, February 2017.Description: 6-8, 10-11, 5 pages.Subject(s): Self-managed superannuation funds (SMSF) | Superannuation | Financial advisory services | AustraliaSummary: Encourages Australian SMSF advisers to closely consider the retirement objectives of their potential clients. Demonstrates the importance of delivering advice that is tailored to each trustee's individual needs.
Item type Home library Call number Status Date due Item reserves
Article Article Australia
Available
Total holds: 0

Encourages Australian SMSF advisers to closely consider the retirement objectives of their potential clients. Demonstrates the importance of delivering advice that is tailored to each trustee's individual needs.

© 2017 Chartered Accountants Australia and New Zealand ABN 50 084 642 571 (CA ANZ).
Formed in Australia. Members of CA ANZ are not liable for the debts and liabilities of CA ANZ

Powered by Koha

Powered by Koha