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More frequents reviews needed for volatile assets - Vimarsana News

More frequents reviews needed for volatile assets

SMSFs with highly volatile assets such as cryptocurrency may need to review their investment strategies more than once a year where there are significant market events, says an SMSF auditor. Speakin

More frequent reviews required for SMSFs with volatile assets - Vimarsana News

More frequent reviews required for SMSFs with volatile assets

SMSFs with highly volatile assets such as cryptocurrency may need to review their investment strategies more than once a year where there are significant market events, says an SMSF auditor. Speakin

Stepchildren still a big 'grey area' in terms of death benefits - Vimarsana News

Stepchildren still a big 'grey area' in terms of death benefits

SMSF professionals need to take extra care where stepchildren are involved with estate planning, as certain aspects remain unclear. It is still unclear whether stepchildren can be considered dependa

Uninformed disclaimers offer little protection, lawyer warns - Vimarsana News

Uninformed disclaimers offer little protection, lawyer warns

SMSF professionals have been warned on the importance of properly scoping their engagements and ensuring the client is well aware of what the advice encompasses. Speaking at the SMSF Association Tech

Advisers may have 'obligation' to consider recontribution strategies - Vimarsana News

Advisers may have 'obligation' to consider recontribution strategies

Advisers may want to look at recontribution strategies for clients in order to avoid potential legal action from beneficiaries in the future, says a technical expert. Speaking at the SMSF Associatio