Revealing ‘the secret seven’ MUST Do’s before June 30

Co-founder of the Switzer Report
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June is just around the corner, so it’s time to start thinking about actions to take before the end of the financial year. While the focus of this article is for trustees of SMSFs, these 7 MUST DO’s are relevant to investors managing their own portfolios and investments outside super.

Here are 7 actions to take before 30 June.

1. Review your investment strategy

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