Your clients’ SMSF investment strategy: keeping lawyers at bay
In the past, many accountants haven’t put enough emphasis on the SMSF investment strategy. After all, if the client is a “Mum and Dad” fund, and they make a bad investment decision for their superannuation, that’s their own problem.
Focus on Auditor Reliability as ATO deregisters 7 SMSF auditors
What does this mean for the future of SMSF Audits?
Putting It In Writing: How to ensure SMSF investment strategy compliance
Here is a summary of the requirements for having, enforcing and reviewing an SMSF investment strategy in plain language.
TBAR is not to tow your boat…. 28 October deadline for quarterly TBAR reporters
The first quarter of 2019 has ended and with it may come new Transfer Balance Account Report (TBAR) reporting requirements for your SMSF clients.