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Why property in super might be a trap: SMSFs explained [triple treat]

Australian Finance Podcast

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Navigating Financial Advice: The Shift from Clients to Members

This chapter delves into the challenges encountered by a financial advisory business at the end of the financial year, including issues with superannuation data access. It emphasizes the shift from viewing clients as mere clients to seeing them as engaged members, underlining the necessity of collaboration in financial planning for optimal results.

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