SMSF Compliance

  • The fund has a written investment strategy that is regularly reviewed
  • Fund money and assets are held separately from any money and assets held by trustees personally or by a related employer
  • All find investments comply with the super laws
  • All contributions reviewed by the fund are allowed under the super laws
  • All benefit payments made by the fund gave been made in accordance with the super laws
  • Proper and accurate records have been kept for required timeframes
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