SMSF Advice
From 1 July 2016, the laws governing Self Managed Super Fund (SMSF) advice changed. Accountants now need to be licensed to talk to and advise clients about SMSF’s.
This allows us to provide assistance on the following:
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Setting up or closing Self-Managed Superannuation Funds (SMSF)
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Rollovers to Self-Managed Superannuation Funds (SMSF)
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Making contributions to superannuation or paying benefits from superannuation
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Preparation of Investment Strategies
GMS Financial Services (WA) Pty Ltd (ASIC No. 1242226) ABN 54 611 875 266 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number (AFSL) 409361
Web www.meritweath.com.au | Link: Privacy Statement | FSG / COMPLAINTS
Phone: 1300 785 611
Fax: 02 8916 4261
Email: contact@meritwealth.com.au
Gavin Smith (ASIC No. 1242236 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361
Tania Wright (ASIC No. 1271635 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361