A self-managed superannuation fund (SMSF) is a tax effective retirement savings structure that may be suitable for individuals or businesses. SMSFs can provide a range of benefits and opportunities not usually offered by retail or industry superannuation funds, among them freedom to choose your investments and agility to make and implement decisions. We provide SMSF tax and administration advice to assist Trustees to meet strict and often complicated compliance reporting and administrative requirements.
Our SMSF tax and administration advice includes:
When either Mark or Anna provide you with initial personal financial product advice you will receive a written Statement of Advice (SOA) that confirms the discussions you have had, the recommendations made and the basis for those recommendations. We retain these documents for seven years. You may request a copy of this advice or subsequent records of advice at any time.
Victor Bimrose Accountancy Pty Ltd (ASIC No. 1259423) ABN 53 010 957 294 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. Level 15, 115 Pitt Street, SYDNEY NSW 2000.
Mark Foxley-Conolly (ASIC No. 1259421) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Anna Little (ASIC No. 1270046) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
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Financial Services Guide – Mark Foxley-Conolly | Financial Services Guide – Anna Little
General Advice Warning:
This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.
