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 www.smsfworks.com.au