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SELF MANAGED SUPERANNUATION - THROUGH SAN:

From (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

The people at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice are:

Chris Packer Pty Ltd is a Corporate Authorised Representative no: 124 4111

200 Sturt Street Ballarat Vic 3350 PO BOX 1937 Bakery Hill Vic 3354

Phone: (03) 5332 6577 Fax: (03) 5333 2003

Email: enquiries@chrispacker.com.au

ABN: 33 477 607 704

Chris Packer – Authorised Representative No. 124 4109

Leigh Pettitt – Authorised Representative No. 124 4144

Rachel Phelan – Authorised Representative No. 124 4114

If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.

SMSF Advisors Network – Click here to view our Financial Services Guide