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Articles succession planning


Financial Advice | Wealth Creation

Spotlight on Myles Martin – Authorised Rep

OzPlan’s Authorised Representative Myles Martin talks about why he loves being a financial planner and how he helps his clients.


Wealth Creation

The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It’s important to ensure your trust deed is watertight.

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