Recently the laws governing Self-Managed Super Fund Advice changed. Accountants now need to be licensed to talk to and advise clients about SMSFs.
Kylie Parker (ASIC No. 1272077) is a representative of Merit Wealth and can provide advice on SMSF’s including setting up or winding down a fund, contributions in and out and referring you to a financial planner for investment advice.
Lotus Accountants Pty Limited (ASIC No. 1272081) ABN 89 605 427 807 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Kylie Parker (ASIC No. 1272077) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
A SMSF is classed as an investment product and as such a Financial Services Guide and a Statement of Advice are required by law when we speak about your SMSF needs. My FSG can be downloaded in the link below.
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Suite 2.11D Precinct 75 75 Mary Street, St Peters New South Wales 2044, Australia
Monday - Friday 9am - 5pm