At Find Wealth, we specialize in SMSF advice.
Our aim is to help our clients with their SMSF in all areas: tax, finance (limited recourse loans) and investment advice.
Trustees & Members of SMSF (you) cannot afford for your SMSF to become non-compliant. At Find Wealth, we use cloud based platforms to manage your investments and to prepare your SMSF tax returns (via Find Accountant Pty Ltd). Finance is managed by Find Mortgages Pty Ltd.
We manage clients super until they reach approximately $200,000. Once that amount is reached we have a discussion about their current super and whether or not they wish to set up a SMSF. If property is something you wand and you are going to keep it in retirement then you might want to consider a SMSF.
It is important to deal with someone who is able to provide SMSF advice. After 30th June 2016, you MUST BE a registered financial planner with SMSF qualifications to be able to provided advice. You cannot simply be an accountant registered with the SMSF Association and hold the SMSF Specialist Advice accreditation to be able to provide advice.
If you are unsure whether or not the person you are speaking to about your SMSF is able to provide advice then give us a call to discuss. We will point you to the ASIC register’s that list those advisers who can provide advice in this area.
Note: Warren is a lecturer and one component he lectures on is SMSF. He has also written a course which includes all aspects of setting up and the use of a SMSF.