SMSF Adviser

Self Managed Superannuation Funds (SMSF) Adviser in Caringbah, Sydney

Is your self managed superannuation fund working as hard as it could? Our professional staff will call on a wide range of technical knowledge to advise you on how to ensure your superannuation fund is tax effective, while you keep the freedom to invest your money as you wish.

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

In order to provide licensed advice to our clients in Sydney, Mannion’s Business Services (SAN Corporate Authorised Representative No. 124 4642) has chosen to be 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 for in providing advice on:

  • Establishment of SMSFs (Self Managed Superannuation Fund)
  • Contribution strategies (amounts, types, withdrawal and re-contribution)
  • 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 (Self Managed Superannuation Fund)