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How to: Review your portfolio

Bell Direct
September 9, 2020

In this instalment of our How to: Demo Series, Jess covers how to review your portfolio. It’s important to stay abreast of markets and act quickly on opportunities, which is why our software allows you to make portfolio review changes quickly and easily.

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The SMSF trust deed – video

Bell Direct
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Setting up your SMSF – video

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