SMSF compliance and audit
 

Deed review and updates



Up front quotes from $2,000 including audit


Self Managed Super Funds 

(SMSF)


DIY Super - Retire in control


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 Super Investment 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 # 1234 5678) 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:
 

  •  What is a SMSF?
  •  Is a SMSF a good idea for me?
  •  What contributions can I make?
  •  Are withdrawals allowed?
  •  What about my pension?


As Merit Wealth Pty Ltd advisers RWK has access to a full knowledgebank network and can provide further in depth
advise on:

  •  Rolling over superannuation funds
  •  Simple and complex investment strategies
  •  Investment portfolio construction
  •  Full spectrum insurance provisions


The RWK license is authorised by Merit Wealth and allows us to provide up to date and qualified advice on all thing SMSF.

Wondering where to begin?

This link will take you to the official
ATO SMSF page that has easy to read, up to date guides.

Looking to be investment
savvy?

Click above to download a free market update from our friends at
Merit Wealth


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.


RWK respects your privacy and are guided by Merit Wealth's strict Privacy Policy. 
Want to find out more? Read the full Financial Services Guide or check out www.meritwealth.com.au for more details.

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