Guidance note for advising on SMSFs

Guidance note for public practitioners advising on self managed superannuation funds (SMSFs).

The guidance note focuses on three areas:

• What key factors members should take into account when recommending SMSFs?
• What advice members can provide regarding SMSFs if they are not licensed under Financial Services Reform (FSR)?
• What the legal requirements are for providing advice for members who are licensed?

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Page last updated: Monday, 11 February 2008

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