Since 1st July 2016, advice about superannuation must be provided through an Australian Financials Services License. In order to provide licensed advice to our clients, Accumen Wealth Pty Ltd has become a Corporate Authorised Representative of Merit Wealth Pty Ltd. Accumen Wealth Pty Ltd is authorised to provide limited advice in respect of:

• Establishment of SMSFs
• Contribution strategies (amounts, types, withdrawal and re-contribution)
• Pension strategies
• Transfer of business real property into superannuation
• Withdrawals, commutations and death benefit payments
• Limited Recourse Borrowing Arrangements
• Winding up of SMSFs

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Accumen Wealth Pty Ltd (ASIC No. 1262563)  ABN 39 624 808 037 is a Corporate Authorised Representative of Merit Wealth Pty Ltd, ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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General Advice Warning

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

This website is for information purposes only and is not intended to provide commercial, financial, investment, accounting, tax or legal advice. It is provided to you for your own personal use. It is not for purposes of resale, distribution or public display or any other uses by you in any form or manner whatsoever.

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