Self-Managed Superannuation Funds (SMSF’s) Advice

Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

Finkelstein Hickmott Pty Ltd (ABN 20 009 298 293, Corporate Authorised Representative No 1244232) are authorised through the SMSF Advisers Network Pty Ltd -the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd. (NTAA).

The SMSF Advisers Network licence supports our practice in providing advice on:

  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Transfer of business real property into superannuation
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Winding up of SMSFs

The people at this practice authorised by the SMSF Advisers Network to provide superannuation advice are:

  • Rob Fowler- Authorised Representative No 1244235
  • Peter Cooper – Authorised Representative No 1244233

Click here to view our Financial Services Guide

If you have any questions in relation to your superannuation arrangements, please ask to make an appointment to speak to Rob or Peter.

The SMSF Advisers Network Pty Ltd (ABN 64 155 907 681) is an Australian Financial Services Licensee, licence 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.

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