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1. The tax implications of related party loans to SMSF is something an accountant should be able to address with their client. 2. I've had accountants review trust deeds for me in the past, as well as for clients. I don't see why it *has* to go to a solicitor.

Not sure why your accountant told you to speak to a solicitor? They should be able to answer the question for you and review your deed themselves. A ten second google search came up with this...

You can get an accountant to do all that. No need for lawyers and financial advisers. Unless you're looking for someone to help you watch over everything, then there are advisers that offer that service, but they are expensive. Essentially they do all the heavy lifting on your behalf. Starting...

Ahhhh, thanks? Not sure why you felt the need to tell me stuff I already know? I wrote the Property Plan (from scratch). If it's a service you think you may be interested in, feel free to PM me and we can talk further.

You're right, most don't. There are some that do and it works very well for them. I've worked with a few planners in the past who recommended direct investment property for their clients and it was an extremely popular service. With traditional planning fee structure (percentage of FUM, now...

1. Advisers are able to still get upfront and trailing commissions from insurance. 2. Even before the new 'rules' advisers were required to outline upfront and trailing commissions to you in the advice document. 3. Insurance is not a 'one size fits all' product. You can go to ten advisers for...

This is an area in financial planning that is sorely lacking. Based on my experiences, I believe that someone who specialised in direct property and estate planning would do very well as a financial adviser. Many advisers just ignore it because they don't understand it. I used to work for a guy...