The ATO is focusing in on investment strategies.
Last September they wrote to, and scared the life out of, 17,700 self managed super fund (SMSF) trustees.
Last week they released their guidelines. We will explain their approach and demands as we study these guidelines.
We will also be in discussion with our SMSF auditor.
We do not believe any major shift will be applied retrospectively.
At MRS, we will spend today planning for your success.