It was great to see so many people at the SMSF Association national conference this year. We were also excited to have Julie Steed, Senior Technical Services Manager, present her SMSF exit strategies and alternative solutions.
An SMSF may no longer be suitable for a client who:
A small APRA fund (SAF) is essentially a self-managed super fund with a professional trustee and could be an alternative solution for these clients.
For further information on exit strategies or the benefits of a SAF please contact Greg Williams on 04 2161 2820 or Luke Costa on 04 0125 4233.