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Advising clients in times of uncertainty
Communication is the key to guiding panicked SMSF clients through unpredictable political changes and economic events.
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Communication is the key to guiding panicked SMSF clients through unpredictable political changes and economic events.
Trustee declarations alone will not necessarily provide sufficient audit evidence – an auditor must also assess whether there is a need to ...
Make sure you do all the necessary checks before recommending your client to purchase a property in their SMSF, particularly where borrowing ...
Following ATO interpretative decision 2015/10, there has been confusion among SMSF practitioners and their clients regarding cross-member ...
With the end of the financial year fast approaching, practitioners are predominantly focused on helping clients avoid the last-minute ...
Applying the small business exemptions to make further non-concessional contributions can be extremely beneficial for SMSF trustees, ...
A number of significant threats are clouding the investment outlook for clients. How should SMSF practitioners be advising clients on how to ...
The end of the accountants' exemption is fast approaching. What are the requirements for accountants sending in last-minute applications for ...
The proposed changes around personal deductible contributions announced in the budget won’t take effect until the 2018 financial year
JBS Financial Strategists chief executive Jenny Brown provides tried and tested checklists and strategies for other small business owners ...
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