Transfer countdown

SMSF trustees need to act before June 30 if they intend to do an in-specie transfer.

PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain call in-specie transfers to their SMSFs.

If you’re a trustee and enjoying life at the moment, you must have been sitting in cash. It’s been a nightmare five or six weeks for share investors.


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