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Current Issues Facing SMSF Accountants



Date: 01/04/2011

Self-managed super is a fast-growing area for accountants with some big estate planning issues. Do your clients a favour and get acquainted with the rules.

Self-managed super funds are an important, fast-growing area for accountants. They also present estate planning issues which are critical to the financial well-being - and future wishes - of clients. Merv Lobb is a specialist in the SMSF area and he highlights the key issues that accountants need to consider to best serve their superannuation clients.

Merv Lobb, Simple Super Solutions

  

Topics: Accounting & Tax, Financial Management, Investment