Self-managed superannuation offers flexibility and control in the right circumstances.  Our SMSF accountants can advise on whether a Self Managed Super Fund is suitable for you.  We review the pros and cons and help you to make an informed decision via a comprehensive financial advice process overseen by ASIC.

If you choose to set up an SMSF, our accountants will be there to help you reduce the administrative load of managing your own super.  We manage all compliance, and provide reports on balances, investments and returns.

We also make sure that your fund meets the strict ATO requirements.  This legislation is constantly changing, and our SMSF accountants do the hard work of keeping up with all the latest changes in legislation and interpretation to ensure your fund stays within the law.

What our clients have to say


 

 

 

 

HQB partners with Merit Wealth

Merit Wealth Pty Limited, Level 2, 115 Pitt St, Sydney NSW 2000, P: 1300 785 611, E: contact@meritwealth.com.au

Ian Hogbin is Limited Authorised Representative 1239904 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Paul Chakos is Limited Authorised Representative 1240159 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Brad Sheaves is Limited Authorised Representative 1240158 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Jason Bamford is Limited Authorised Representative 1270819 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

 

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