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Met with some new clients last week who had an existing SMSF set up by an accountant recently (post 1st July 2016). Fund was set up based on 'client direction', no SOA provided, no advice provided, no warnings about loss of insurance, just an instruction to go get a bank account sorted and you can use these forms from the ATO to rollover your existing super..view comment
.@realDonaldTrump Administration considers redefining trade stats to make trade deficit look worse. Dumb, dishonest and dangerous..view twitter
It will be interesting to see if the ATO gives Financial Planners access to these tools on clients behalf like the Super Balances or will they only be availlable to tax agents.view comment
Welcome to the club Accountants this is what Financial Advisers have had to endure for the past 10 years so get used to it as there is more to come. Easy money for you is now over..view comment
If an #SMSF breach occurs, voluntary trustee disclosure is best. #ATO #SMSFAssoc.view twitter
Here we go again. The problems with the SMSF story has seen accountants, property marketing firms going head over heals getting at the retirement funds to do people over with fees and back door commissions..view comment
And beauty is advisers can push your premium up by 5% to take juicy 135% commission & you'll never be the wiser. How broken is this model?.view twitter