Superannuation and Self Managed Super Funds (SMSF) | Accumen Accountants and Business Advisors

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 | Financial Services Guide |Privacy Policy | Privacy Collection Statement | COMPLAINTS

Email:  Tel: 1300 650 432

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