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  Superannuation 2012

New client - super checklist

Source: QLD

Published Date: 21 Aug 2012

 

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You are meeting a new SME client with their own SMSF. Do you have a practical checklist to cover all the issues that you and the client will need to consider?

Use this paper to develop a checklist for your clients covering: 

  • SGC
  • cash flow planning for contributions
  • taking over administration of a SMSF
  • checking key fund documents and records
  • risk areas to identify
  • avoiding excess contributions tax
  • key dates
  • workflow and submission of information from clients
  • what can the tax agent advise on and what needs to be referred out?
Author(s)

Individual Session

New client - Super checklist

Author(s): Brett Griffiths
Materials from this session:

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Details

  • Published By: Brett Griffiths
  • Published On:21 Aug 2012
  • Took place at:Polo Club, Brisbane

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