The start of 2015 is the best time for SMSF check-up. It is important to review your Self-Managed Superannuation Fund (SMSF) at least twice a year, and one of the best times for a bi-annual check is the beginning of the calendar year. It is also crucial to make sure that your asset allocation target is achieved. To do this, a few administrative tasks needs to be accomplished first.
- Aaron Hendrikson
- 02 8075 2530
- Suite 7, 8-10 Waratah St, Mona Vale NSW 2103