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 The SMSF Expert 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 The SMSF Expert Pty Ltd ABN 17 155 686 356, Australian Financial Services Licence Number 445113
Email: email@example.com Tel: (02) 8074 8599
General Advice Warning
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