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. As Superannuation Warehouse does not have an AFSL, we cannot legally provide any form of financial product or investment related advice to our clients. Trustees are required to evaluate their own situation and decide if an SMSF is suited to their needs.
Trustees have an obligatino to manage their own Funds, which includes making investment decisions. If Trustees are unsure of what investments to make, they can seek professional financial advice. The two most common forms of financial advice are as follows:
Traditional Financial Advice
Traditional financial advice is generally provided by a financial advisor or planner, someone who provides financial guidance to clients in exchange for monetary compensation. For more information on financial planners, please see here.
Robo advice are financial advice conducted online with minimal human intervention. Clients are provided with the optimum investment portfolio generated using their answers to a series of questions posted by the robo advice software. For more information on robo advice, please see here.
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