Effective 1st July, 2016, accountants can no longer recommend the establishment or winding up of a self-managed superannuation fund unless they are appropriately licensed. On behalf of BCS Accountants, Julian and James have undertaken the appropriate training to become licenced as Authorised Representatives of CPA Australia Advice Pty Ltd.
After considering your individual objectives, financial situation and needs, Julian and James can provide financial advice to you on:
- Setting up or closing Self Managed Superannuation Funds (SMSF)
- Making contributions to superannuation or paying benefits from superannuation
- Contributing to superannuation and to receive benefits from superannuation; however we cannot advise you on specific superannuation products or advise you to switch or replace a superannuation product
Talk to Julian or James today regarding your current or future Self-Managed Super Fund.
BCS Accountants Pty Ltd (ACN 143 758 347) ABN 19763525621 is a Corporate Authorised Representative of CPA Australia Advice Pty Ltd ABN 21 606 084 806, Australian Financial Services Licence Number No. 482657