The rise and rise of SMSFs continues. Direct share ownership is a very popular mode of investing for SMSF trustees.

That being said, there are investment and tax mistakes that are best avoided for all the obvious reasons.

By the end of the book, this is what you will know:

Investment strategy considerations

Thoughts on CGT: Capital Gains Tax

What is the “45 day rule”?

What is “Washing”?

Thoughts on Capital Losses

Asset Allocation pointers

A caution on thinly traded stocks

This eBook does not substitute professional tailored financial advice. If you wish to meet with an adviser please Make an Appointment.