News : Documentation

Death benefits, Documentation

Claim staking essential for death benefits

Documentation

Deeds should define membership

ATO, Auditing, Documentation

Audit files miss trustee fundamentals

Documentation, Pensions, SMSF

Sparse pension documents unsuitable

Documentation, Pensions

Pension status change possible

Compliance, Documentation, financial advice

FSG requirement relief welcomed

BDBNs, Documentation, SMSF

Avoid deed restrictions, but keep instructions

Documentation, SMSF

All new client docs need reviewing

Documentation

Secure all deeds to protect estate

BDBNs, Death benefits, Documentation

BDBNs still contain basic error

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.