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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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.
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