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ASIC expands new super litigation plans

ASIC expands new super litigation plans
smsfadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from smsfadviser.com Daily Mail and Mail on Sunday newspapers.

Karen Chester , Tony Zhang , Association National Conference , High Court , Commonwealth Director , Public Prosecutions , National Conference , கரேன் செஸ்டர் , டோனி ஜாங் , சங்கம் தேசிய மாநாடு , உயர் நீதிமன்றம் , காமன்வெல்த் இயக்குனர் , தேசிய மாநாடு ,

Navigating key compliance issues SMSFs face under ATO's investment strategy change

Navigating key compliance issues SMSFs face under ATO's investment strategy change
smsfadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from smsfadviser.com Daily Mail and Mail on Sunday newspapers.

Adam Goldstien , Tony Zhang , Skeggs Goldstien , Shelley Banton , Ryan Wealth Holdings Pty Ltdv Baumgartner , Association National Conference , National Conference , Ryan Wealth Holdings Pty Ltd , டோனி ஜாங் , ஷெல்லி பான்டன் , சங்கம் தேசிய மாநாடு , தேசிய மாநாடு , ரியான் செல்வம் ஹோல்டிங்ஸ் ப்டி லிமிடெட் ,

Drawing clear lines in subject matter crucial to tackling grey areas in sole purpose test

There are still several grey areas around the sole purpose test that can create complexities for advice fees, with a need to focus on clearly defining different subject matters in the superannuation paramount. ....

Tony Zhang , Association National Conference , First State , Craig Day , டோனி ஜாங் , சங்கம் தேசிய மாநாடு , முதல் நிலை , கிரேக் நாள் ,

'Problematic' SMSF splits creating court headwinds

'Problematic' SMSF splits creating court headwinds
smsfadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from smsfadviser.com Daily Mail and Mail on Sunday newspapers.

Arkin Blasberg Fam , Suzanne Mackenzie , Tony Zhang , Association National Conference , Tax Office , Family Court , National Conference , Bar Chambers , ஸுஸ்யாந் மெக்கன்சி , டோனி ஜாங் , சங்கம் தேசிய மாநாடு , வரி அலுவலகம் , குடும்பம் நீதிமன்றம் , தேசிய மாநாடு , மதுக்கூடம் அறைகள் ,

Trustees should drive SMSF investment strategy

Print
Self-managed superannuation fund (SMSF) advisers need to ensure their SMSF investment strategy to clients is not interpreted as an advice document, according to Skeggs Goldstien.
The firm’s director and SMSF specialist adviser, Adam Goldstien, spoke at the SMSF Association National Conference and said the investment strategy document needed to be “trustee driven” and the adviser needed to ensure trustees complied with the rules by “guiding, directing, and leading them”.
“Investment strategies are not a plan; they’re a strategy. The document should be no more than four to five pages and ideally include an introduction that explains the purpose of the document, a section on the fund’s profile (which helps to link the strategy back to the fund’s unique circumstance), and sections on the investment objectives and investment strategy,” he said. ....

Adam Goldstien , Skeggs Goldstien , Association National Conference , National Conference , Financial Advice , சங்கம் தேசிய மாநாடு , தேசிய மாநாடு ,