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Legal documents – non-legally qualified supplier v law firm
Investment strategy documentation essential for audit
Stark reminder: original trust deeds matter
There are risks using a non-legally qualified supplier for documents: expert
Pension paperwork a must, says legal expert
Proper valuation needs documentation and supportable data
Pension documentation should not be forgotten in SMSF planning: expert
Membership guided not just by SIS Act but by deed: expert
Staff discount policy for SMSF a must to avoid NALE: solicitor
Regular reviews and safekeeping of documents vital: expert
Digital assets need to be considered as part of will, says legal specialist
It’s best to go traditional when signing deeds: expert
Why a trust deed is still important
Derivative statements need their own documentation, says expert
Format, formalities crucial to BDBNs: expert
SAR and TBAR dates fast approaching
Documentation vital in BDBN payouts, says legal expert
Incorrect change of SMSF trustee documentation can be costly: lawyer
6 simple rules will ensure a deed can be executed in all states
‘Get your death benefits in order when writing a deed’

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