The ATO has updated its advice around what it wants to see in an investment strategy. Here’s what you need to know, along with what you need to do following a market correction.
Set out below are the latest articles that relate to smsf checklists.
Want to avoid an SMSF penalty? Make sure you use our annual admin checklist.
The following checklist will help you get on top of everything that needs to be when starting an SMSF pension.
A health check of your SMSF’s investment strategy could help improve your fund’s performance.
The minutes from trustee minutes are very important documents for your SMSF. Your auditor will examine them carefully every year and if your fund is ever randomly examined by the ATO, you will be in a much better position if you have comprehensive minutes around all major decisions made for the fund.