SMSF Advice
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 Advice Assist Australia Pty Ltd (AAA) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA). Green Light Super Services 52 640 801 529 is a Corporate Authorised Representative No. 001283511 of Advice Assist Australia Pty Ltd.
AAA 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 AAA to provide superannuation and self managed superannuation fund advice is:
Vanessa Rae – Authorised Representative No. 001246416
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
The Advice Assist Australia Pty Ltd is an Australian Financial Services Licensee (No.496692) ABN 50 616 870 092, and is a fully owned subsidiary of the NTAA.
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.