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Integrity, Innovation & Commitment

2nd Quarter 2020

SMSF News

DOES YOUR SMSF INVESTMENT STRATEGY MEET DIVERSIFICATION REQUIREMENTS? 

The Australian Taxation Office (ATO) will contact about 17,700 self-managed super fund (SMSF) trustees and their auditors where their records indicate the SMSF may be holding 90% or more of its funds in one asset or a single asset class. 

Let us advise you with your accounting and taxation needs!