Daily Archives: 28 November 2019

Our new cloud based dashboard management reporting service is now available. The cloud based dashboard management reporting system syncs automatically with cloud based management accounting software such as Xero, MYOB and Quickbooks delivering improved service levels by combining technology and expertise.

Recent correspondence from the ATO has been issued to SMSF trustees who hold greater than 90% of their assets in a particular asset category, stating that diversification must be considered in the investment strategy. Our latest newsletter outlines what all trustees need to consider in terms of their investment strategy to remain compliant.