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Simon is 55 and has decided to set up an SMSF. The members will be himself, his wife Jo (aged 52), and their only child,
Simon is 55 and has decided to set up an SMSF. The members will be himself, his wife Jo (aged 52), and their only child, Jonathan, 24. Simon has approximately $420,000 in super, while Jo has $100,000 and Jonathan has $20,000. Simon has sought your advice on what factors he needs to consider when setting the fund investment objectives and strategies
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