by David Saul | Dec 11, 2017 | Practice Management
Recently we sent you an email on the importance of using a quality auditor to give your Practice an extra pair of eyes, as well as proven processes and systems to check your clients’ SMSFs are compliant. We would like to clarify a point raised in our email with regard...
by David Saul | Aug 28, 2017 | Practice Management
A. Market Valuations Need to ensure SMSF assets are recorded at Market Values Cannot rely on council rates and trustee minutes “declaring value” Market values need to be supported by appropriate evidence B. Related Borrowings Need to ensure compliance with...
by David Saul | Jun 20, 2017 | Financial Services
Do you have your head around what your clients – and your firm – needs to do leading up to the Super Reforms? To help Accountants navigate through what needs to be done before and after 30 June 2017, Saul SMSF has prepared a Practice Readiness evaluation test to...
by David Saul | Jul 5, 2016 | Featured Articles, Financial Services
We are just through the end of the 2016 financial year! We have had the longest and most uninspiring Federal Election thrust upon us, with both major parties rattling placards that threaten to turn SMSFs on their head. Oh yes … there is the shock outcome of Brexit and...
by David Saul | May 17, 2016 | Featured Articles, Practice Management
Having an SMSF is not a novelty and many trustees are increasingly facing retirement, estate planning decisions and ultimately payment of death benefits. These decisions can be significantly affected by the accuracy of record keeping during the life of the fund. The...
