The Fold solicitor Jaime Lumsden Kelly says it is important that records, of interactions with clients, that are kept go beyond statements of advice.
Read the full story at SMSF Adviser.
Licensed accountants have been warned not to underestimate the importance of adequate file notes, with ASIC routinely inspecting these notes when performing checks on licences.
by Shared by SMSF Adviser | 12 Sep, 2016
The Fold solicitor Jaime Lumsden Kelly says it is important that records, of interactions with clients, that are kept go beyond statements of advice.
Read the full story at SMSF Adviser.
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