I am using Simple Fund 360 to prepare and lodged our SMSF accounts. I need to refresh our Wholesale Investor certification but have no current relationship with a practising accountant. Can someone help please?
Sure, Google “accountants” in your suburb, select three and make appointments to meet them, and choose one to be your trusted professional
I would agree that this will lead to a solution but it will come at a cost and may not be simple. It has been my experience that in order for the Certifier (Accountant) to make the declaration they needed to be appointed as the funds Tax Agent and satisfied that the SMSF trustee (not an individual member) meets the requirements relating to the level of either income level or net asset value. It is an interesting legislative requirement particularly as valuations maybe depleted over time in pension