Superannuation

To provide personal advice in relation to superannuation and self-managed superannuation funds, I am 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 me 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
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

Advice will be provided by Rosie Squibb as an Authorised Representative (No 124 6886) of SMSF Advisers Network Pty Ltd, AFSL No 430062

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA

Need Help ?

If you have any questions in relation to your superannuation, please