I have a SMSF (corporate structure) my wife and I are the trustees. The fund was set up and is audited annually by esuper which I have found to be a great organisation. The fund has a substantial share portfolio of about $1.8m, corporate bonds and cash. If my wife outlives me I am sure she can carry on running the fund with the exception of the share portfolio.
Are there any organisations who could say review the portfolio annually and advise if an SPP or Rights Offer occurred during the year?
A: Thanks for the question.
Most stockbrokers will offer this service. Even some of the on-line brokers have an “advisory” service (or arrangements with a broker), so I suggest you talk to your broker first.
If you need a referral or recommendation, let me know.
regards
