FUTURE PROOFING WITH

Superannuation & SMSFs

Self-Managed Superannuation Funds (SMSFs) have become increasingly popular in recent times, allowing Australians to take control of how their super benefit is invested - the Australian Tax Office advises that SMSFs now account for over 99% of the super funds in Australia.

Chris Packer & Associates are experienced SMSF Advisers assisting clients to establish, understand costs and compliance to guide them in the best was in which to manage their super investment.

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OUR AFFILIATION WITH

SMSF Advisers Network (SAN)

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

Authorised SAN representatives at our practice to provide superannuation and self-managed superannuation fund advice are:

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

38 Production Drive, Alfredton, Vic 3350
PO BOX 1937 Bakery Hill, Vic 3354