Costly and emotional litigation from informal estate planning documents can be avoided with five key steps, a leading SMSF adviser ...
In today’s market, there are numerous options for obtaining legal documents such as SMSF deeds, company and trust deeds, and ...
Trustees must review their investment strategy duty throughout the year to avoid ATO scrutiny at audit time, an audit specialist ...
A recent court case is a stark reminder for advisers of the importance of maintaining an original documents register, a ...
SMSF trustees should be aware of the consequences of using legal documents obtained from non-qualified suppliers, warns a legal expert.
“Good pension paperwork” is essential when electing for a reversionary pension, says a legal expert.
Asset valuation must be objective, and supportable data should be provided, says a leading audit specialist.
Correct pension documentation is equally important as death benefit nomination in an SMSF, says a financial expert.
It is not possible to exit an SMSF as a member, trustee or director if there is still a balance ...