Part 1: Is your SMSF a Wholesale Investor or not, and why it matters.
June 15, 2025
Is a wholesale investor certificate necessary? The wholesale investor rules apply only to financial products and financial services. This includes managed investment schemes, securities, superannuation products, and derivatives. These rules do not apply to direct investments in non-financial assets, such as residential or commercial real estate, collectables, crypto currency (sometimes) or personal business acquisitions. For […]
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