Superannuation Warehouse is an accounting firm. We therefore do not provide our clients with any financial advice.
Since 1 July 2013, businesses providing financial services need to obtain an Australian Financial Services license (AFSL) in order to provide financial produce advice to clients. Superannuation Warehouse does not operate under an AFSL. We therefore do not provide any form of advice to our clients. Trustees are required to evaluate their own situation and decide if an SMSF is suited to their needs.
Types of Advice
The two most common types of advice when it comes to SMSFs are:
Trustees have an obligation to manage their own Funds, which includes making investment decisions.
Traditional Financial Advice
Financial Advice is provided by a Financial Advisor or Planner. Fees are charged to the SMSF as upfront and/or ongoing fees and commissions. For more information on financial planners, please see here.
Robo advice is financial advice conducted online with minimal human intervention. Clients are provided with the optimum investment portfolio matching their investment risk profile using their answers to a series of questions posted by the robo advice software. For more information on robo advice, please see here.
Trackback from your site.