Firms offering discounts without a properly documented staff discount policy are exposing themselves and their staff, especially those with an ...
Keeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says ...
SMSF advisers should have a checklist to ensure that digital assets of a deceased are protected including social media, online ...
Wet signatures and hard copy documentation are still the best options for signing deeds to avoid litigation due to jurisdiction ...
These days it’s relatively easy to change an SMSF trust deed but that doesn’t mean it’s not still a vital ...
SMSFs should have a derivative risk statement in place which is ideally a separate document to the investment strategy, warns ...
If you don't nominate the correct person to receive a superannuation death benefit or if it is not in the ...
The ATO has reminded SMSF trustees of two important dates approaching in the new year.
Binding death benefit nominations and other estate planning documents need to be prepared with contingencies in mind in case circumstances ...