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FOR ADVISER USE ONLY Note: this SOA has been prepared assuming all SMS establishment paperwork has been submitted to the ATO. 15 June 2010 This sample SOA was prepared in January 2011 and Plan outputs
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soa-individualdoc stands for Statement of Account - Individual Document.
Individuals who have financial accounts or assets that need to be reported to the authorities.
soa - individualdoc can be filled out online through the designated portal provided by the relevant authority. It requires detailed information about the individual's financial accounts and assets.
The purpose of soa - individualdoc is to ensure transparency and compliance with financial regulations by reporting individual's financial information to the authorities.
Information such as account balances, income sources, assets, and liabilities must be reported on soa - individualdoc.
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Relevant keywords

2010 2004 Superannuation SMSF Jul RI repayments bamm Cashflow Pty Ltd ANZ concessional FSG SOA FirstChoice deductibility ATO assessable SMSFs Billiton CFS BHP GST OnePath Centrelink au TPD PDS DFP AFSL excl

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