by AYS-987 | Oct 30, 2019 | Blog
What is an Investment Strategy? The investment strategy is not just a required document for a super fund audit, it guides the entire direction of the fund’s investments. An SMSF trustee is required to document an investment strategy that has regard to the...
by AYS-987 | Oct 9, 2019 | Blog
We frequently receive queries from clients asking why the documents they have submitted for their audit must be signed. Often, we receive documents that are partially completed. For example, the document could be signed by the trustees but not dated and therefore...
by AYS-987 | Oct 4, 2019 | Blog
Non-concessional contributions are contributions that are made to super from after-tax income or savings. What are the non-concessional cap limits? As of July 1st 2017, the non-concessional contributions cap allows members to make personal after tax contributions of...
by AYS-987 | Oct 1, 2019 | Blog
Audit Your Superfund’s director Ben Willington recently spoke at a local SMSF Association meeting alongside Shirley Schaefer, Partner at BDO and Anthony Cullen from Superconcepts. Ben educated the attendees on investment strategies, outlining what is involved when the...
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