Due to client demand, DBA Lawyers has launched a COVID-19 Withdrawal Kit. This kit is designed to assist accountants, financial planners, auditors, administrators and other SMSF professionals in respect of the new COVID-19 condition of release. It contains:
- Template SMSF documentation such as trustee resolutions and related correspondence to ensure maximum regulatory compliance
- Template adviser documentation such as correspondence from the adviser to members/trustees to ensure maximum protection for advisers
- A detailed memo setting out strategic opportunities available, along with the steps that should be taken when withdrawing cash from superannuation pursuant to the new COVID-19 condition of release.
To order, or for more information, click here.