Episode Details

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In this episode, Mena and Stuart discuss what you can and can’t invest in a Self-Managed Superannuation Fund.

• Standard investments include direct property, listed shares, ETFs, managed funds, etc.
• Consider the sole purpose test when contemplating an investment 
• Update your fund's investment strategy 
• Considerations/restrictions when investing in unlisted securities/investments
• Property development 

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.