WHY AN SMSF?
Looking for more control over your super and retirement planning? Want to talk to a trusted advisor?
Recently the laws governing Self-Managed Super Fund advice changed. Accountants now need to be licenced to talk to and advise clients about SMSFs. Michelle Chesworth (1261271) and Lydia Archer (1249877) are authorised representatives of Merit Wealth and can provide advice on SMSF’s including the following:
We look at suitability of establishing a Self-Managed Superannuation Fund (SMSF).
There are many ways to get money into the fund including employer contributions, additional self contributions, capital gains tax concessions, and rollover from existing funds.
SiDCOR Wealth can direct you to a wide selection of referral partners who can advise you on how to invest your super. We can also discuss use of a borrowing arrangement or LRBA.
Subject to meeting certain conditions there are several ways to get money out of your fund including commencing or continuing a pension or having your fund pay a superannuation lump sum to you.
Located in our Newcastle office, Michelle is a qualified SMSF Manager and has been working in the accounting and financial services industry since 2007. See Michelle's Financial Services Guide.
Located in our Newcastle office, Stuart is a qualified Accountant and has been working in the accounting and financial services industry since 2013. See Stuart's Financial Services Guide.
Located in our Mossman office in North Queensland, Lydia is a qualified Senior Accountant. She has been working in the accounting and financial services industry since 2004. See Lydia's Financial Services Guide.
Our authorisation with Merit Wealth allows us to provide Financial Advice on Self Managed Superannuation Funds.
Merit Wealth Pty Ltd
ABN: 89 125 557 002
Address: Level 15, 115 Pitt Street, SYDNEY NSW 2000
Phone: 1300 785 611
Fax: 02 8916 4261
Email: [email protected]
SiDCOR Wealth Pty Ltd (1256727) ABN 70 081 384 830 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. A Level 15, 115 Pitt Street, SYDNEY NSW 2000.
General Advice Statement: 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".