by David Saul | May 29, 2019 | Financial Services
Dealing with the death of a SMSF member is inevitable and often a complicated process. It’s crucial that the situation is dealt with in a practical and professional manner. Read below to see what steps are taken after a SMSF member dies: Step 1 Members death...
by Class | May 13, 2019 | Financial Services
6 May 2019 – Class has released its SMSF Benchmark Report for March 2019. This quarter’s special feature casts a spotlight on the characteristics and trends of newly established SMSFs, including the average number of members, establishment age, fund balances and...
by David Saul | Mar 6, 2019 | Financial Services
No two SMSFs are the same, so what’s with low-cost, flat-fee bundling? The ATO and ASIC have been monitoring the practices of Auditors and are closely watching bundled packages and cut-price services. Recent litigation against Auditors has highlighted the requirement...
by Class | Feb 7, 2019 | Financial Services
5 February 2019 – Class has released its SMSF Benchmark Report for December 2018, which includes a detailed feature on the asset allocation preferences of over 3,000 managed funds. In previous Benchmark Reports, Class has used the Top 20 managed funds as an...
by David Saul | Oct 25, 2018 | Financial Services
Unfortunately, many things can go wrong with an SMSF and if something does go wrong where does the liability lie? Who might be pulled in to a lawsuit? If the proposed 3 year audit cycle goes ahead, we may be seeing more litigation cases involving SMSFs. Saul SMSF has...
