SELF MANAGED SUPERANNUATION
To improve the quality of financial advice and provide additional consumer protection to taxpayers, the laws governing advice on self managed superannuation funds changed on 1 July 2016.
LSH Accounting has ensured our business is up to date with these new requirements so that we can continue to provide you with the necessary advice in relation to your SMSF and superannuation in general.
The changes introduced mean accountants are now unable to provide SMSF advice without either holding an Australian Financial Services Licence (AFSL) in their own right or being an authorised representative of a licence.
In order to comply with these new laws, LSH Accounting Pty Ltd ASIC No. 317122 has become an Authorised Representative of Merit Wealth Pty Ltd holder of an Australian Financial Services Licence No. 409361.
What does this mean for you?
This means you can continue to receive advice from us on:
- Setting up a SMSF
- Making Contributions into your Superfund
- Use of a borrowing arrangement within your SMSF
- Starting and stopping pensions
- Winding up your SMSF
Peter Henderson is Limited Authorised Representative 1000911 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002
Kelly Vardy is Limited Authorised Representative 1271916 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002
We are required to present to all clients prior to providing advice. This Financial Services Guide provides you with information to help you decide whether to use the financial services we provide, the types of services we offer you and it also details our internal and external complaints handling procedures. This copy is for your reference only.