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National Conference 2025
Drawing on the latest analysis and investment trends, Betashares Senior Investment Strategist, Cameron Gleeson outlines the different approaches SMSFs are using to build and maintain investment portfolios.
Cameron discussed and evaluated a range of investment strategies that SMSFs can employ to build a tax effective investment portfolio, maximise the concessional contribution cap or manage the impact of any new taxes. By the end of this session, participants had actionable insights to optimise their clients’ SMSF investment strategies.
By watching this session, you will be able to:
• Identify the latest trends and strategies SMSFs are using to build and maintain effective investment portfolios.
• Evaluate tax-efficient approaches to maximize contributions and mitigate the impact of new taxes.
• Develop tailored investment solutions that align with clients’ goals while balancing risk and tax considerations.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association