SMSF 2018-01-16T11:56:25+00:00

One of the fastest growing sectors in the finance industry is the SMSF sector.  This is giving ordinary Australians the ability to control their own retirement.

Mark Barson and David Gow are Authorised Representatives of Merit Wealth Pty Ltd, which means they can now provide you certain advice on SMSFs, incluidng the establishment of an SMSF, contributions and pensions.

David Gow is Authorised Representative 1240729 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002
Mark Barson is Authorised Representative 1240731 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002
Charman Partners Pty Ltd (ASIC No. 1240730) ABN 74 749 304 633 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. 

Click here to download David Gow’s Financial Services Guide, Mark Barson’s Financial Services Guide and view our privacy statement here 

 

With these possibilities come a range of responsibilities that trustees must hold – record keeping, investment decisions and regulatory requirements including audit, contribution rules and withdrawal restrictions.

We are here to help you make the most out of setting up and running your SMSF.

  • Structure
  • Setup Documentation
  • Registrations
  • Audit
  • Compliance
  • LRBA Advice

To have a discussion about setting up a new SMSF or help with your existing SMSF, contact  David Gow to arrange a meeting.

 

This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.