Since 1 July 2016 advice provided in relation to superannuation must be provided through an Australian Financial Services Licence.
In order to provide licensed advice to our clients Slade & Walker has chosen to be authorised through the SMSF Advisers Network Pty Ltd (ABN 64 155 907 681) – the holder of an Australian Financial Services Licence (No 430062).
The SMSF Advisers Network Pty Ltd Authorised Representative in our practice is Ruth Slade – Authorised Representative 124 5053
SMSF Advisers Network Pty Ltd supports our practice to provide advice to you regarding your superannuation and in particular, your Self-Managed Superannuation Fund, including:
- Provision of an asset class investment strategy (based on an assessment of your risk profile)
- Transfer of business real property into superannuation
- Pension strategies (account based and transition to retirement)
- Limited Recourse Borrowing Arrangements
- Establishment of an SMSF
- Contribution strategies (amounts, types, withdrawal and re-contributions)
- Rollover of existing superannuation structures, whether partial or in full
- Withdrawals, commutations and death benefit payments
- Winding up an SMSF
If you have any questions in relation to your superannuation arrangements, please contact our office to arrange an appointment.
K & S Walker Family Trust & RND Accountants Pty Ltd trading as Slade & Walker is a Corporate Authorised Representative No. 124 4514 of the SMSF Advisers Network Pty Ltd, AFSL No. 430062 (ABN 64 155 907 681) www.smsfadvisersnetwork.com.au. SMSF Advisers Network Pty Ltd is a fully owned subsidiary of the National Tax & Accountants’ Association Ltd (NTAA). The NTAA have 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.