SUPERANNUATION FUND ADVICE

From 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide licensed advice to our clients, BPS Accounting has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd. (NTAA).

The SMSF Advisers Network licence supports our practice in providing advice on:

  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property into superannuation
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

 

The people at this practice authorised by the SMSF Advisers Network to provide superannuation advice are:

  • Victor Borzecki
  • Kathleen Cooper
  • Julie Karadeas

If you have any questions in relation to your superannuation arrangements, please ask to make an appointment to speak to Victor, Kathleen or Julie.

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee, licence number 430062, and is a fully owned subsidiary of the NTAA.

The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.

The SMSF Advisers Network PTY LTD

ABN: 64 155 907 681

Licence Number: 430062

29-33 Palmerston Crescent, South Melbourne, VIC 3205

Phone: 1800 906 456 or +61 3 8548 8300

 

Please click on the link below to see the Financial Services Guide and Privacy Policy.

http://www.smsfadvisersnetwork.com.au/fsg