Recent changes to legislation now require accountants to be licensed in order to provide advice regarding superannuation, including Self Managed Superannuation Funds (SMSF's). We believe that the ability to provide this service to our clients is vitally important and have recently become licensed so that we can continue to offer you this advice.
Peta Grenfell is now an Authorised Representative of Bentleys (QLD) Super Pty Ltd (AFSL 476816). She is available to work with you and your accountant to create a plan that will suit your financial goals. Given recent changes to superannuation legislation, now is a great time to meet with Peta to review your current situation and take advantage of the opportunities currently available and plan for those that will come into effect from 1 July 2017.
A copy of our Financial Services Guide can be found here.
If you'd like any further information on how we can assist you, please don't hesitate to contact our office.