Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.
In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, GreenLight Super Services has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA). Green Light Super Services Pty Ltd is a Corporate Authorised Representative No. 124 6415 of SMSF Advisers Network Pty Ltd.
SAN supports our practice 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
The person at this practice authorised by SAN to provide superannuation and self managed superannuation fund advice is:
Vanessa Rae – Authorised Representative No. 124 6416
If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.
Click here to view the Financial Services Guide (Version 4.0)
The NTAA has 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.