In this podcast John McIlroy of Crystal Wealth and Nicholas Ali of SuperConcepts will be discussing:
Who is starting SMSFs and what are their motivations?
Who is making the investment decisions once the SMSF is established?
Relation of the SMSF strategy to the mandate for the managed account portfolios
Incorporation of other assets into the way the portfolio is managed
Role of ESG in SMSF portfolios
Advantages of using managed accounts for SMSFs
What are main assets in SMSF and what is missing?
Moderated by David McDonald, IMAP Investment Specialist