SMSF Works has released an “is a LRBA right for your clients SMSF analytic tool”. The analytic tool takes into account your client’s personal circumstances in assessing and reaching a conclusion. SMSF Works then produce the SOA and establishment documents for you to present to your client.
I would like to thank SMSF Works and specially Rob for your continued service to our super fund. When business change ownership there is sometimes a bit of concern that things will not be the same. no such concern with SMSFworks under your stewardship.