Advice

Since 1 July 2016, superannuation advice must only be provided through an Australian Financial Services Licence. Super Services has chosen to be authorised through the SMSF Advisers Network Pty Ltd to provide licensed advice to our clients.*

Areas of Advice

Brenda Wishey is able to provide advice on professional strategies specific to your needs, in the following areas:

  • Establishment of SMSFs
  • Superannuation Rollovers
  • Contribution Strategies
  • Pension Strategies
  • Transfer of Business Real Property
  • Withdrawals, Commutations and Death Benefit Payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an Asset Class Investment Strategy
  • Winding up of SMSFs

Member of the SMSF Advisers Network

Super Services Pty Ltd, as an Authorised Corporate Representative (No 1254546). Brenda Wishey, as an Authorised Representative (No 1254547) of the SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062.

SMSF Advisers Network Pty Ltd 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 staff are pleased to be a member of this association and benefits from the education they provide.

 

*This licence does not cover advice relating to risk insurance products, specific investment products or estate planning. Should you wish to receive advice on areas outside of the scope of our Statement of Advice, we will be happy to provide a referral for that purpose. By providing such a referral it should not be taken as a recommendation made by this company of any financial product that the referrer should recommend. Any recommendation made by such a group is solely the recommendation of that party and is independent of any advice you have received from us as an authorised representative of SAN.