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New client - super checklist paper

Published on 21 Aug 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

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 profile:

Brett GRIFFITHS
Current at 25 January 2013
 

 

This was presented at Hands On Super - A Practical Guide For You And Your Practice .

Get a 20% discount when you buy all the items from this event.

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