SMSF Advice

From 1 July 2016, superannuation advice must be provided through an Australian Financial Services Licence holder.

In order to provide licensed advice to our clients, Yield Accounting Group has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services Licence holder for the National Tax and Accountants’ Association Ltd. (NTAA).

The SMSF Advisers Network licence supports our practice in providing advice on:

• 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

Derek Brown and Steve MacDonald at Yield Accounting Group are authorised by the SMSF Advisers Network to provide superannuation advice.

Please see our Financial Service Guide for further information

If you have any questions in relation to your superannuation arrangements, please ask to make an appointment to speak to Derek or Steve.