Service Enhancements

18 Sep 2017

Written by

David Busoli, Principal

As you know, we are always seeking ways of improving our service offering to you, our alliance partners.

The SMSF administration process requires us to gather information and documentation to substantiate the Financial Statement data each year. We try to gather much of this independently with as little disruption to your team as possible but, on occasion, we do need your assistance when the information is unavailable to us. Sometimes it’s unavailable because we don’t know where to find it or, most frequently, because we don’t have the necessary permissions to do so.

To continue to improve our service to you, we’d really appreciate it if you could discuss this matter with your team members and identify areas where you believe we are asking you for information we should be able to source elsewhere.  As we are entering the current audit season your early attention to this matter would be most helpful so that we can implement any suggestions you may have.

We look forward to hearing from you.

Keeping you up-to-date with what you need to know about SMSFs. Subscribe to get our updates delivered straight to your inbox.

RECENT

More SMSF News

Div 296

The government wishes to levy an additional 15% super tax on members with a total super balance of more than $3m. The...

read more

Make the Changes!

SMSFs are held to high standards of compliance with the sole purpose test and provisions to deal with conflicts of...

read more