News : Documentation

Compliance, Documentation, Investments, SMSF

Strategy reviews require evidence

Death benefits, Documentation

Death benefits not reliant on probate

Documentation, Trusts

Trustee appointment in death not equal

Documentation

Disability heightens authentication process

Documentation, Superannuation

Refund of early withdrawal possible

Documentation, Pensions

Deed key to stopping legacy pensions

Auditing, Compliance, Documentation

Check existence of old declarations

Documentation, Investments, Trusts

Past borrowings okay for 13.22C trusts

Documentation, Estate Planning, Trusts

Trustee death requires creative response

Division 296, Documentation, SMSF

Proposed tax necessitates SAR change

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