Self-Managed Superannuation and Trusts
Memorandum
Kind Attn: Kris and Caitlyn Date:
Address:
Dear Sir/Madam
This is with related to SOA requirement by you for your Trust KARDY FUND to acquire the assets as per schedule 1 and also on the Loan Term sheet as provided to you by Bank.
This SOA provides you an recommendation outline by our financial advisor to help you achieve your objective. We will guide and advice on the proposed s…
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