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SMSF Investment Strategy – Fund

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SMSF Investment Strategy – Fund

Most SMSF investment strategies are prepared after year end and thus may not meet legislative requirements, deeming the fund non-compliant. The LightYear Docs Investment Strategy is a forward-looking document. The main objective is the maximisation of member’s retirement incomes. It adopts a strategy to meet that objective.

This product can only be viewed by members.


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