What is a statement of advice?
A key responsibility of SMSF trustees is tending to the administrative duties for the fund. Step through your administration and reporting duties with confidence.
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Resources on administration and reporting are available below.Â
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Disclaimer
The SMSF Association, ACN:103739617, has compiled the information contained herein in good faith and with due diligence for use by interested parties.
The author and contributors of information contained on this site accept no responsibility and disclaim all liability for any loss or misadventure of any kind, howsoever arising from the use of the said information.
In addition, as the information may change without being updated, users are cautioned that the accuracy of the information is not guaranteed and users are well advised to verify information with the authoritative sources. Note that the comments available here and in the related web pages do not constitute financial advice.
The SMSF Association is not responsible for matters contained in links to or from this site.
Course Content
Introduction to Statement of Advice
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What are the different types of information I can receive?
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Why do I need to be provided with a ‘Statement of Advice’?
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What is included in a ‘Statement of advice’?
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Why does an SOA have to be so comprehensive?
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What is a ‘fact find’ and why is it needed?
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What should I look for in a ‘Statement of Advice’?
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Why has my accountant started discussing SOAs with me?
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