SMSF compliance and audit
Deed review and updates
There are many benefits to managing an SMSF, not the least of which include effective tax management and control and flexibility of
your investment decisions.
Like all things accounting, there are compliance, costs and insurance requirements which carry heavy penalties if not adhered to. It's important to stay on top of these obligations.
Let us help with this. Our "Super team" know will ensure you cross all the t's and dot all the i's in terms of compliance.
We've also got a professional association with Merit Wealth Pty Ltd, who can help you with your superannuation decisions.
From 1 July 2016 the laws governing SMSF advice changed, it is now mandatory that accountants hold the required licenses to talk about the SMSF benefits and complexities.
RWK's best advisor Philip McCredden (Asic # 1246 027) is an authorised representative of Merit Wealth and able to provide advice on
SMSF's. As qualified and trusted Merit Wealth Limited Advisers, Phil can provide advise on:
As Merit Wealth Pty Ltd advisers RWK has access to a full knowledgebank network and can provide further in depth
The RWK license is authorised by Merit Wealth and allows us to provide up to date and qualified advice on SMSF.
This information provided by RWK has been prepared without taking into account your objectives, financial situation or needs.
RWK Financial Services Pty Ltd (ASIC # 1243386) ABN 79 635 744 400 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Want to find out more? You can access Phil McCredden's Financial Servixces Guide here of read the full Financial Services Guide and check out www.meritwealth.com.au for more details.