Self-managed superannuation

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.

AFSL Licence Number 409361

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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.

Website: www.meritwealth.com.au | Privacy Statement. | Link: FSG (coming)

Financial Services Guide

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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.


We value our independence and so do not take referral fees, gifts or diamond rings. However we do enjoy lunch at

 www.lotusdining.com.au

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The fine print

Thanks for choosing Lotus Accountants (“Lotus Accountants”, “we”, “us”, “our”). Should you engage our services, as part of our engagement process there is a presumption you have read and agreed to the following documentation.


Our information provided on this website is general in nature and not to be relied upon. Accept the address - google maps is never wrong!

Contact Details

You can book me

Should you want to make an appointment please use the following links for availability and fees.

Kylie - https://kylieparker.youcanbook.me/

Lara - https://larascott.youcanbook.me/

Lotus Accountants

Suite 2.11D Precinct 75 75 Mary Street, St Peters New South Wales 2044, Australia

Hours

Monday - Friday 9am - 5pm


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