Investment Diversification and Superannuation Funds

The MB+M/OzPlan team brings you Part Three of the Jeremy Hall – SMSF Specialist’s series. In this video, Vince Gagliardi interviews Jeremy on Investment Diversification and Superannuation Funds, including the reasons you should give them strong consideration.

For us at MB+M/OzPlan it is very important we remain connected to you, our clients, and prospective clients, especially in these challenging times. Therefore, over the coming months we will introduce you to more of our team, allowing you to put a face to the name when you receive or make a call from/to us.

So we hope you enjoy the third of the series of video’s by Vince Gagliardi & Jeremy Hall.

r
If you have questions you would like answered, or need help with your personal wealth creation plan, please reach out to the Wealth Creation Team on 03 5821 9177 and speak with one of our certified advisers.

Keep Safe & Keep Well.

MB+M – OzPlan Team

Resources;
ATO – Self Managed Super Funds
MB+M/OzPlan: Benefits of a Self Managed Super Fund
OzPlan Financial Services

MB+M/OzPlan Wealth Creation Team
e

Disclaimer 

This publication has been compiled by OzPlan Financial Services, ABN 35 005 391 202 AFSL 221235 and is current as at time of preparation,  November 2020

Material contained in this publication is an overview or summary only and it should not be considered a comprehensive statement on any matter nor relied upon as such. The information and any advice in this publication do not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. To the maximum extent permitted by law: no guarantee, representation or warranty is given that any information or advice in this publication is complete, accurate, up-to-date or fit for any purpose. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on any information or advice in this publication.
t

Visit Our Insights Page For More Helpful Articles