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SMSF Trustee Series Part 5 – Investment Rules

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Financial Advisor Melbourne | Build lasting wealth with clarity, confidence, and care

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This website is published by Angel Advisory Pty Ltd. Stefan Angelini [AR 1249074]; Toan Nguyen [AR 442765]; Jules Ninh [AR 1263022] and Angel Advisory Pty Ltd [CAR 1277063] are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Angel Advisory Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Angel Advisory Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. You should read any relevant Product Disclosure Statements before making an investment decision.

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