The freedom to manage your own investments for your retirement!
As of July 1st 2016 new ASIC requirements means that Accountants must have an applicable AFSL licence in order to give ANY advice about Superannuation Funds. Xerri Evans is qualified for this.
We can analyse your current Superannuation and advise whether a Self Managed Superannuation Fund could be right for you.
We will discuss ongoing costs and the legal requirements for such a fund.
Should you wish to go ahead, we can organise the purchase of the fund and guide you through the setup with the bank etc.
We prepare Financial Accounts for the fund and Income Tax Returns. And discuss returns on investment with you.
Self Managed Superfunds are audited annually, and as per ASIC requirements we have a trusted external auditor who will audit your fund.
No compliance issues!