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Are you comfortable with borrowing to invest through your SMSF? Since superannuation law was amended almost four years ago to allow SMSF gearing under strict conditions,...
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And I quote..
“My dealings with Daryl have restored my confidence in the value of independent financial advice.
The recovery of lost money has also renewed my faith in "checks and balances" within the system to weed out dishonest and incompetent practitioners.
Daryl's recollection when he first met Patty Knight was "When Patty first came to us she was not only distraught and confused at having lost half her wealth - courtesy of both bad financial advice and the GFC - but angry at having been left with such a hefty tax burden,"
"Having accumulated wealth more by living frugally than investment stealth, her faith in financial advice had understandably been shaken."
Read the full story at www.jdfa.com.au/downloads. ”
Patty Knight, Private Client
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