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.