Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
Subscribe to our newsletter SIGN UP

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

The ATO’s diversification campaign and how it has impacted the SMSF audit space

Accountants working with clients investing within their SMSF will be familiar with the recent ATO campaign sent to around 17,000 trustees warning that they may not have adequately considered diversification in their investment strategy.

Podcasts Todd Stevens 27 December 2019
— 1 minute read
Deanne Firth, Tactical Super

In this episode of Accountants Daily Insider, host Sarah Kendell is joined by the director of Tactical Super, Deanne Firth, who will discuss how the campaign has impacted the SMSF audit space and considerations for accountants to be aware of.

Advertisement
Advertisement

She will share how the campaign has led to her surveying her clients, explain how some clients are in fact more diversified that they seem on paper, and unpack the role of financial advisers in overseeing the diversification of their client’s investment funds.

The ATO’s diversification campaign and how it has impacted the SMSF audit space
image intro
accountantsdaily logo
Podcasts
FROM THE WEB