Read our
Blog
5 Compelling Reasons why the Financial Adviser should be Centre of the SMSF Relationship.
Self-Managed Super Funds (SMSF’s) are still a popular vehicle for superannuation for Australians and whilst our industry sells them off the back of them being
Death Benefits – Avoiding Unwanted Outcomes
There continue to be court cases challenging the payment of death benefits from SMSFs. The latest challenges deal with conflict of interest situations. When is
APES 305 and Outsourcing Arrangements
Accountants in public practice are required to document and communicate their terms of engagement with potential and existing clients. The Accounting Professional and Ethical Standards
Are you getting your Financial Statements digitally signed?
With Clients and Trustees scattered across the country, pressure on turn around times and COVID-19, it no longer makes sense to send out documents or
Reclaiming Lost Super
According to the Australian Tax office, Australians have more than $20 billion in lost and unclaimed Superannuation. Some of this money could be yours. Have
Post COVID updates to valuing assets in SMSF’s
The Australian Taxation Office (ATO) has recently updated its website guidance in respect to Reg 8.02B of the Superannuation Industry (Supervision) Regulations 1994 due to
SMSF Documents – Building wealth on strong foundations
When we talk to the Accountants and Advisers we work with or Prospective Referral Partners we often talk about how our goal for any relationship
