The ATO's diversification campaign and how it has impacted the SMSF audit space
Accountants Daily Podcast Network
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Show Notes
Accountants working with clients investing within their SMSF will be familiar with the recent ATO campaign sent to around 17,000 trustees warning that they may not have adequately considered diversification in their investment strategy.
In this episode of Accountants Daily Insider, host Sarah Kendell is joined by the director of Tactical Super, Deanne Firth, who will discuss how the campaign has impacted the SMSF audit space and considerations for accountants to be aware of.
She will share how the campaign has led to her surveying her clients, explain how some clients are in fact more diversified that they seem on paper, and unpack the role of financial advisers in overseeing the diversification of their clients' investment funds.