Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.In order to provide licensed advice to our clients, BM&Y has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services License of the National Tax and Accountants’ Association (NTAA).
The SMSF Advisers Network license supports our practice for in providing advice on:
- Establishment of SMSFs
- Contribution strategies (amounts, types, withdrawal and recontribution)
- Pension strategies (account based and transition to retirement)
- Transfer of business real property into superannuation
- Withdrawals, commutations and death benefit payments
- Limited Recourse Borrowing Arrangements
- Provision of an asset class investment strategy (based on an assessment of your risk profile)
- Winding up of SMSFs
The people at this practice authorised by the SMSF Advisers Network to provide superannuation and self managed superannuation fund advice are:
Karan Mehta – Authorised Representative No. 1245112
Melvin Wong – Authorised Representative No. 1245111
David Carson – Authorised Representative No. 1250423
Jason Chong – Authorised Representative No. 1255260
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If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.
BM&Y Financial Services Pty Ltd is a Corporate Authorised Representative No. 124 5110 of SMSF Advisers Network AFSL No. 430062. The SMSF Advisers Network Pty Ltd ABN 64 155 907 681 is an Australian Financial Services Licensee, license number 430062, and is a fully owned subsidiary of the NTAA.The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.