We are please to announce the following updates:
- Template naming convention has been updated from SMSF 5.4 to SMSF 2022.07
- New Investment Strategies section added:
- Folder IS contains the new Investment Strategy workpaper, as well as placeholders to upload the Investment Strategy document, and other related reports
- This section is designed to review the Investment Strategy document and how it aligns with the actual Investments of the fund
Age in work test for contributions changed
- Audit reports updated to reflect different report types, with different templates for each of the main variations
- Livedocs versions of the reports and letters have been removed.