Advice

Legislative changes

The ‘accountants exemption’, under which we as accountants were authorised to give general advice, is no longer in place since 30 June 2016.

From July 1 2016, advisors must have a limited Australian Financial Services License (AFSL) to provide advice in superannuation. We do not have an AFSL and therefore do not provide any investment advice. This includes advice on setting up an SMSF.

If a prospective or current Trustee want advice to decide if an SMSF is right for them or planning aspects in an SMSF, you can contact a Financial Advisor. Some Financial Advisors we work with are as follows:

Financial Advisors

Steve Gilbert 0412209595 steve.gilbert@gfas.com.au

Humor in Super

If you don’t mind the odd swear word or two, check out the video below for a light-hearted look at the changes occurring in the Super industry.

Superannuation Warehouse Services

For more information on the services we offer, please click on our Services page.

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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

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