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Navigating having an SMSF plus an industry or retail fund

For various reasons, many SMSF members continue to maintain a separate industry or retail fund at the same time as their SMSF.

If you are one of them or considering doubling up, it’s important to understand the benefits of such a strategy and the potential pitfalls.

Why have both?

Reasons for having both an SMSF and an industry or retail super fund include:

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