Why you need to prepared to manage Conflicts of Interest
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Accountants
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Through the new myGov accounts, you now have access to view all your clients superannuation. Partners Wealth Group have developed a calculator which will allow you to project out the capital value required for the client's desired income at retirement.
Breakfast Bootcamp | A technical work-out for Accountants
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Super Day 2019 | Perth Agenda
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End of year portfolio update
As we stand today (December 20th), the Australian share-market looks set to record its first NEGATIVE year since 2011.
CPD requirements and training register
As per the Partners SMSF Advice Authorised Representatives Manual, you are required to meet an annual total of 15 CPD points within the calendar year on subject matter relating to Superannuation and Self-Managed Super Funds (SMSF).
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