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Fiona Jeff Financial Services Guide.pdf

Self Managed Super Funds

The name Self-Managed Super Fund (SMSF) suggests that you can manage your own superannuation. The reality is that managing a SMSF is technically very difficult. Ensuring that you comply with the ever changing legislation is a daunting proposition for many.

At Quality Accounting we have years of experience looking after SMSFs.  Through continual professional development, we stay up to date with every change in the legislation. We make it our business to ensure your SMSFs complies completely, so you can relax knowing your Super is in good shape to look after you in your retirement. 

We are regularly asked to provide up to date information, advice and opinion on the superannuation arrangements for business owners, individuals and retirees. We've been doing this for many years and have a high level of knowledge and understanding of what will work best in each scenario.

Key areas of expertise

  • Selection of individual or corporate trustee
  • Contribution limits and eligibility
  • In house asset rules
  • Related party transactions
  • Tax advice on binding and non-binding nominations
  • Review of trust deeds
  • Structuring of estate planning through superannuation
  • Audit of self-managed superannuation funds

To check that your SMSF is in good shape Contact us today.

 

 

 

Financial Services that we provide

The limited authorisation issued by Merit Wealth only allows us to advise on limited financial matters

These include:

                         Setting up or closing Self Managed Superannuation Funds (SMSF)

                         Making contributions to superannuation or paying benefits from superannuation

                         We can advise you to contribute to superannuation and to receive benefits from superannuation;
                         however we cannot advise you on specific superannuation products or advise you to switch or replace a superannuation product.

 

QA Taxation and Business Development Pty Ltd   A.C.N 119143163  ABN 29119143163 
is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002,
Australian Financial Services Licence Number 409361

Fiona Jeff A.C.N 160001990 is a Limited Authorised Representative of Merit Wealth Pty Ltd
ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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