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New client - super checklist paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
Brett specialises in all aspects of superannuation compliance with a specific focus on Self Managed Superannuation Funds. Utilising his over 20 years of superannuation experience, he assists clients in developing strategies to achieve the best outcome possible for them and reviewing investment structures to ensure legislative compliance. Brett has been a director with Vincents since 2011, after first joining the firm in 2009, having a sole focus on superannuation compliance and strategies. He is also the Deputy Leader of Queensland for the SMSF Association - Current at 23 August 2022

 

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

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