Trustee Duties, Compliance and Recordkeeping

A bunch of listeners asked about buying property in self-managed super funds (SMSF), so Glen James and John Pidgeon dug deep!

👉🏾 how do you know if you're ready for a SMSF?

👉🏿 what's involved in setting up a SMSF?

👉🏻 why Glen set up a SMSF, details you need to consider + a SMSF example

👉 changing from a SMSF to a retail fund after retirement + why John doesn't have a SMSF

👉🏼 SMSF for investment properties, worth it?

👉🏽 other reasons you might buy property with a SMSF + trustee responsibilities

Watch this episode on YouTube: https://youtu.be/Ql4o3sMu8ZU

Watch the episode on WRAP accounts here: https://youtu.be/9xays21Tsos?si=OR8M1YRhgnEl1QHe

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store

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