SMSF exit strategies for your clients

Sometimes SMSF clients need an exit strategy – Julie Steed considers the alternatives.

We all know SMSFs are the fastest-growing sector of the super industry and this trend is likely to continue.

While the establishment and growth of SMSFs receive plenty of attention, little importance is paid to the other end of the SMSF life cycle – when an SMSF is no longer appropriate.

There are many instances when clients may need an SMSF exit strategy, so it is important to understand the alternatives available.

This week, SMS magazine published an article by Julie Steed, our Senior Technical Services Manager on this topic.

Read the full article