Self Managed Superannuation
Financial services for SMSFSMSF are heavily regulated by the ATO and generally suit those who are comfortable in making their own investment decisions.
In line with changes to the Financial Planning regulations from 1 July 2016, Darren Crofts and Jose Dono have become authorised with Merit Wealth to provide limited advice in relation to Superannuation and Self Managed Super Funds.
Darren and Jose can provide advice on the following:
- Setting up a SMSF
- Making tax deductible or non-deductible contributions into super
- Paying lump sums or commence pensions out of super
- Withdrawing & making contributions in super
- SMSF borrowing arrangements
Under the Corporations Regulations 2001 any additional financial advice beyond our scope will need to be obtained from an appropriately licensed entity or individual.
Darren Crofts (ASIC No. 245875) & Jose Dono (ASIC No. 1271650) are Limited Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Merit Wealth Address: Level 15, 115 Pitt Street, Sydney NSW 2000 Contact Details 1300 785 611