From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents.
Markets continued to suspend disbelief in what was a busy week, again choosing to ignore the grey clouds looming on the horizon.
Probably the main news of the week was the release of the March Chinese lending figures which showed a surge in financing to the economy, well in excess of optimistic market expectations.
It is imperative that you take steps to ensure your SMSF remains compliant to avoid dramatic tax consequences, and that the documentation and processes put in place are tailored to your specific circumstances.
Taking up car finance at a car dealership may adversely impact your ability to negotiate the price of your next new car.
Another positive month for global assets as central banks turn more dovish and rhetoric around the U.S.-China trade talks remains optimistic.
The budget was recently handed down and the federal election has finally been called and will be held on the 18th of May 2019. What does impact does this have on your SMSF clients?
There seems little evidence of a ‘budget bounce’ for the government if the AFR/Ipsos poll taken last week is any guide.