FUTURE PROOFING WITH
Superannuation & SMSFs
Self-managed Superannuation Funds (SMSFs) have become increasingly popular in recent times, allowing Australians to take control of how their super benefit is invested - the Australian Tax Office advises that SMSFs now account for over 99% of the super funds in Australia.
Chris Packer & Associates are experienced SMSF Advisers assisting clients to establish, understand costs and compliance to guide them in the best was in which to manage their super investment.
OUR AFFILIATION WITH
SMSF Advisers Network (SAN)
Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.
In order to provide personal advice to our clients in relation to superannuation and self-managed superannuation funds, Chris Packer & Associates has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).
SAN supports our practice in providing advice regarding:
+ 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
Authorised SAN representatives at our practice to provide superannuation and self-managed superannuation fund advice are:
Chris Packer Pty Ltd is a Corporate Authorised Representative no: 124 4111
38 Production Drive, Alfredton, Vic 3350
PO BOX 1937 Bakery Hill, Vic 3354
Phone: (03) 5332 6577
Email: enquiries@chrispacker.com.au
ABN: 33 477 607 704
Chris Packer – Authorised Representative No. 124 4109
Rachel Phelan – Authorised Representative No. 126 0249
If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.