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Home Statement of Advice: SMSF Review and Shut-Down

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Statement of Advice: SMSF Review and Shut-Down

$175.00 inc. GST (5 accountants)

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Sample

What

SoA template for SMSF review advice

Suitable for

Accountants with a limited AFS licence or authorised representative authority

Contains

A customisable template and detailed guidance for advising trustees on the ongoing suitability of their SMSF, covering

Goals and objectives

Scope of advice

Fund structure and investments

Remaining in the SMSF

Shutting down the SMSF

Alternative strategies

Specialist services

Remuneration

Client acknowledgements

Benefits

Covers all the SoA regulatory requirements

Comprehensive content and user guide

Free SoA Fact Find

Includes SMSF advice checklist

Customisable for your business and individual clients

Clear concise and effective language

Supports your quality assurance programme

Use

Customise to create compliant SoAs

Convenient reference guide

Integrate into your advice process

This price is for use by 5 accountants. Discounts are available for >5 accountants. Contact us for a quote.
SEE ALSO

Statement of Advice: SMSF Investment Strategy

Statement of Advice: SMSF Establishment, Contributions, Rollovers, LRBA

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