Self Managed Super Funds

Advice you can plan on

Taking control over your financial future with a Self Managed Super Fund (SMSF) is an attractive prospect for many, however it is not for everyone.  It can be time consuming to administer and complex to meet reporting and auditing requirements.  Seeking professional help with a SMSF is a worthy investment in your future.

From July 1st 2016, ASIC requires accountants to hold an Australian Financial Services (AFS) license to provide personal advice on Self Managed Super Funds (SMSF). Unlicensed accountants can still provide very basic administration services and factual information to SMSF trustees, however accountants must be either licensed or be an authorised representative of an Australian Financial Services License (AFSL).

May McGarva is authorised by Merit Wealth Pty Ltd (AFSL 409361) to provide advice for members and trustees regarding making contributions, pension payments, salary sacrifice arrangements, transition to retirement strategies and combined with a Financial Planner, looking at whether setting up an SMSF is right for you. A SMSF is not a one-size-fits-all strategy. They are great for the right people and for the right purpose. They are a valuable tool from both a tax planning point of view and long-term wealth development, but the costs and complexity associated with them means that they aren’t suitable for every situation.

Our specialist SMSF team of May McGarva, Marjo Proos and Amanda Kelly are here to guide you through these legislation changes.  They are also here to help and advise you in all things Super.

Ask us about our SMSF services which include:

  • SMSF & tax saving strategies
  • Pension Account Advice
  • Administration of your SMSF
  • Maintenance of your SMSF
  • Lodgement of your SMSF returns
  • Other Reporting Requirements
  • Limited Statement of Advice (requirement for Accountants providing advice)

 

Merit-Wealth-Logo-200h

Atticus Business Accountants is a Corporate Authorised Representative (number 1240492) of Merit Wealth.

Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, 
ABN 89 125 557 002
Level 2, 115 Pitt Street, Sydney NSW 2000.
Tel: 1300 785 611 – Fax: 02 8916 4261
E: contactus@meritwealth.com.au
W: meritwealth.com.au

May McGarva is Authorised Representative 1240374
View Financial Services Guide
View Merit Wealth Privacy Policy

Amanda Kelly is Limited Authorised Representative 1271183
View Financial Services Guide
View Merit Wealth Privacy Policy

Subscribe to our newsletter

Make a Payment