Is a pension right for your client?

To establish a pension for your clients, an Accountant is required to make a recommendation that it is in the clients best interest, supported by a Statement of Advice.  SMSF Works has released a “is pension right for your client analytic tool”.  The analytic tool takes into account your clients personal circumstances in assessing and reaching a conclusion. SMSF Works then produce the SOA and establishment documents for you to present to your client.

To request access to the tool register at