Superannuation Advice Mandurah

Superannuation Advice and the SMSF Advisers Network Mandurah

From (Since) 1 July 2016, superannuation advice in Mandurah must be provided through an Australian Financial Services Licence. In order to continue to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, WealthVisory has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).

SAN supports our practice in providing advice regarding:

  • 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 and SMSF solutions Mandurah
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

The person at this practice authorised by SAN to provide superannuation and self managed superannuation fund advice is:

Aaron Colley – Authorised SMSF Adviser Mandurah No. 124 4548

If you have any questions in relation to your asset superannuation in Mandurah, please ask to make an appointment to speak with us.

Click here to view our Financial Services Guide.

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.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.

SMSF Advisors Network

Aaron Colley is an Authorised Representative (No. 124 4548) and

WealthVisory and Accounting is a Corporate Authorised Representative

(No. 124 4548) of the

SMSF Advisers Network Pty Ltd

www.san.com.au

ABN 64 155 907 681 AFSL 430062

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