Self Managed Superannuation Fund (SMSF)

BW Advisers a specialists in the field of SMSF and Superannuation.

We can assist will all aspects of your personal Superannuation right through to providing advice and compliance for SMSFs.

From 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, BW Advisers Pty Ltd 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).

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/people at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice is/are:

Tracy Brennan – AR Number: 001273525
Kristy Norman-Hade – AR Number: 001273543
BW Advisers Pty Ltd  – corporate representative number: 1273524

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), 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

Have any questions in relation
to your superannuation?

Please ask to make an appointment to speak with us.