accountants

Register here to receive our PRUDENCE newsletter

01/04/2017

Top 8 legal documents Accountants build at end of financial year

8 documents Accountants build at end of financial year I have sold over 16,000 Self-Managed Super Funds and 18,000 Family Trust Deeds online. Surprisingly, however, these are the 8 most common documents Accountants build at End of Financial Year: 1. Trust Distribution Statements for Family Trusts 2. Family Trust Vesting […]
12/01/2016

Crowdfunding kills brokers – accountants and advisers take over

Bypassing the stockbroker, mum and dads, aided by the adviser and accountants can directly invest in public businesses and start-ups. The Crowd-sourced Funding Bill issues in a new stream of business for advisers and accountants to help Australians invest via equity crowdfunding. However, the proposed legislation is too restrictive. Only […]
02/12/2015

Accountants’ Exemption – who advises on your Super fund now?

(The link to the original Accountants' Exemption paper is here) Self-Managed Super Funds are big business - and still so after the Accountants' Exemption The number of SMSFs continues to increase. According to the ATO there were just over 528,000 SMSFs. There is $529 billion in assets. It is a big market. […]