Have you ever come across a SMSF client where the pension documentation is either lost, missing or insufficient? I’m sure you have, especially when clients switch from a former accountant or administrator to you. It’s probably not because the dog ate them, but rather So, how do you technically and practically deal with this situation? In…
A Member may appoint a Guardian by Deed so that upon the death of the Member the Guardian will police the payment of the Member’s death benefits to their intended recipients and will have the casting vote in relation to those payments and any matters pertaining to their payment. This is very beneficial for blended…
We’ve had plenty of requests from members about adding the Box.com integration that will allow you to automatically upload your completed document straight into your box account. We know from Box, you collaborate with your clients to share these files, including using digital signing as well. To help understand how this integration works, Aaron has…
In line with an increase in the Consumer Price Index (CPI) for the March quarter, the Australian Securities and Investment Commission (ASIC) increase their fees each year from 1 July. All fees charged by ASIC are subject to fee indexation. Below are the changes in the company incorporation fee from 1 July 2018: Company…
