Hi GoycoI'd like to think that any accountant who professes to...

  1. 45 Posts.
    Hi Goyco

    I'd like to think that any accountant who professes to being even semi-expert in SMSF would have a handle on this by now, but I wouldn't back that betting my hard-earned on it. Obviously creating an ancillary Trust will require a law firm who specialise in this sort of stuff, and it's beyond the suburban accountant (and me - I'm in financial services, and I don't profess to the specialty expertise - it's definitely lawyer territory).

    I've seen stuff so far via email from Smartsuper.com.au & Argyle Partnership in Sydney, and Lawcentral.com.au in WA.

    These are just the ones which I've seen promoting their services. I will say that I have had professional involvement with Argyle, and found them very knowledgeable. They are a pretty big player in this space.

    On the other hand, I got my own trust deed, Investment Strategy and recent Trustee declaration forms online from LawCentral, and found their service to be be quick & simple. You can register for their online updates, which come every week or 2 & cover topical things like these recent changes.

    Other than that I offer no recommendation about the relative benefits of value of these or anyone else.

    Good luck!

    regards

    Nugget
 
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