Ask Max: Your questions answered

SMSF accounting fees, pension payments for deceased partners, indexed pensions, asset protection for corporate trustees, and non-concessional amounts.

Summary: This article provides answers on what are reasonable SMSF accounting fees, how pensions are treated when a partner dies, indexed pensions versus lump sums, asset protection for corporate trustees, and on what non-concessional contributions amounts can be made over several years.

Key take-out: A true fee-for-service provider should not charge for accounting, tax and audit services on a percentage basis. Services should be charged on an hourly rate.

Key beneficiaries: SMSF trustees. Category: Portfolio management.

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to proceed…

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles