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.
Are your clients’ Self-Managed Super Funds performing as well as they should? Could there be unintentional breaches of the codes surrounding SMSFs?
We can help you answer these and other important questions regarding your clients’ SMSF through an independent, professional audit.
Our two-stage review process ensures no stone is left unturned in delivering you an audit of the highest possible standards.
Please see below the ways in which we can help:
Below is a list of our team members who specialise in this specific service. They are committed to investing their time in helping you to achieve your financial goals.
Our experienced team will ensure that you receive a robust, flexible and easy to understand Trust Deed.
The government introduced the bill to increase the SMSF member limit from four to six in February 2019.
From 1 July 2018, all SMSFs must report events that affect their members' transfer balance cap either annually or quarterly.
To help you navigate the complex minefield of SMSF advice, Partners Wealth Group are pleased to introduce our new Super Support Service.
A judgement released earlier this year from the NSW Court of Appeal has the SMSF industry talking.
Federal Government introduced the First Home Super Saver Scheme, in response to the increasing number of first home buyers finding it difficult to enter the property market. So how does the scheme work, and should it be on your clients' radars?
The Federal Government introduced the First Home Super Saver Scheme, in response to the increasing number of first home buyers finding it difficult to enter the property market. So how does the scheme work, and should it be on your radar?
SMSF trustees have utilised reserves for many purposes over the years, whether it be for investment smoothing, strategic purposes or anti-detriment.
The Federal Government revealed plans to change the SMSF audit cycle in a bid to reduce the red tape and compliance burden for SMSF trustees where suitable.
A New Year is invariably synonymous with making a list of (often overly ambitious) lifestyle resolutions around eating healthier, exercising more, cutting down on vices and finding a better work-life balance.
Faced with the incoming Super Reforms, 2018 was a year of change for the accounting industry. As a result, many of you may have changed to new SMSF administration software to help you keep up with the changes, and shifting client expectations.
The Federal Budget 2018-19 was recently announced by treasurer Scott Morrison. With the major shake-up to superannuation and retirement policies occurring in last year’s budget and effective from 1 July 2017.
Jonathon Bayes, Chief Investment Officer - Partners Wealth Group, and Kerry Craig, Global Market Strategist - J.P Morgan, share their views on the local and global economic outlook.
The latest SMSF Benchmark Report for the December 2017 quarter examines SMSFs in pension phase. Key outcomes of this report show that pension SMSFs make up half of the 600,000+ SMSFs.
The importance of reviewing existing SMSF documentation is more important than ever. The super reforms have placed particular importance on estate planning considerations and death nominations.
Earlier this month the Australian Government released a consultation paper containing proposed amendments to LRBA legislation. If successful, the proposed amendments would come into effect from 1 July 2018.
The ATO has recently come out with the reporting requirements for the transfer balance cap for funds paying ‘retirement pensions’.
We thought it timely to explore the ethical requirements of outsourcing work to overseas providers, either by sending data or allowing access to data hosted in Australia.
As the end of financial year rapidly approaches, these are the key superannuation considerations your clients need to make prior to 30 June 2017
As an accountant or advisor you may have concerns that your clients’ SMSF funds have unintentional breaches of the codes. The only way to be fully reassured is to undertake an audit.
This is particularly true if the fund is new and has never been audited or is overdue for one.
If you are unsure of how recent superannuation changes could be affecting your clients’ SMSF’s, an audit will help bring clarity to this situation.
Of course if you are unsure if you require an audit or how to prepare for one or have any other questions, please feel free to contact us and we will assist you.
Contact us today to speak with an SMSF expert.