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Your investment strategy is not a template

Your investment strategy is not a template

As a valued road map to your ultimate financial goals, a well-defined investment strategy is an essential step in retirement planning, which is often overlooked as a matter of legal conformity. Too often, we see poorly developed investment strategies that are directly...

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New ‘Bring Forward’ rules in a nutshell

New ‘Bring Forward’ rules in a nutshell

With effect from 1 July 2020, if you are under 67 years of age at any time in a financial year, you may be able to make a non-concessional contribution up to three times the annual non-concessional contribution cap in that financial year depending on your Total...

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Don’t say ‘yes’

Don’t say ‘yes’

Auditing Standard ASA 510 requires that the auditor shall obtain sufficient and appropriate audit evidence about whether the opening balances in the financial statements of a SMSF contain misstatements that could materially affect the current period’s financial report...

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Announcement re SMSF Audit Independence

Announcement re SMSF Audit Independence

Significant changes have been introduced by the (APESB) about the limitation of services an SMSF Auditor can provide. The APES 110 guide states that "An SMSF Auditor cannot conduct an Audit on a set of Special Purpose Financial Statements where the auditor, staff for...

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