Advice

 

Legislative changes

The ‘accountants exemption’, under which we as accountants were authorised to give general advice, is no longer in place since 30 June 2016.

From July 1 2016, advisors must have a limited Australian Financial Services License (AFSL) to provide advice in superannuation. We do not have an AFSL and therefore do not provide any investment advice. This includes advice on setting up an SMSF.

If a prospective or current Trustee want advice to decide if an SMSF is right for them or planning aspects in an SMSF, you can contact a Financial Advisor. Some Financial Advisors we work with are as follows:

Financial Advisors

Adrian Boyd 03 83370652 admin@ccffa.com.au

Richard Sheargold 02 9571 6389 richards@stonebridgews.com.au

Grant Hope 0418369374 grant@superannuationcoach.com.au

Steve Gilbert 0412209595 mgilbert@scevents.com.au

 

Humour in Super

If you don’t mind the odd swear word or two, check out the video below for a light-hearted look at the changes occurring in the Super industry.

Superannuation Warehouse Services

For more information on the services we offer, please click on our Services page.

  • Liam Shorte

    Never thought Godwin’s Law would apply to SMSFs but you have managed it! Well done

    Godwin’s law (or Godwin’s Rule of Nazi Analogies) is an Internet adage asserting that “As an online discussion grows longer, the probability of a comparison involving Nazis or Hitlerapproaches 1″ —​ that is, if an online discussion (regardless of topic or scope) goes on long enough, sooner or later someone will compare someone or something to Hitler or Nazism.

    • superannuationwarehouse

      This is just a bit of humor in an industry that can be bland. The analogies used is spot-on.
      The saying goes – “Many a true word is spoken in jest”

      • Liam Shorte

        I liked it so not complaining. :)

  • Darryl Boelcsfoeldi

    Hello, could you recommend a competent financial adviser to help with some SMSF questions please? I am Brisbane based. Thanks Darryl

    • superannuationwarehouse

      Darryl,

      As an accountant, we can execute decisions you make regarding super. But we can’t assist with your decision whether an SMSF is right for you or advise on the assets your SMSF should invest in. Please feel free to use one of the advisors listed on this page or else do a Google search.

      Thanks

Contact Details


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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has being prepared without taking into account of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

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