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.
Three-year SMSF audit cycle proposal raises questions
Will the changes be in trustees’ best interests?
To be, or not to be. Actually, when to TBAR. That is the question.
Alas, after navigating through the June 2017 reforms; transfer balance caps, CGT relief, new contribution caps and total superannuation balances, it is time to take arms against a new sea of troubles…