Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.
In order to provide licensed advice to our clients, Mesaimie Pty Ltd 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
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 person at this practice authorised by the SMSF Advisers Network to provide superannuation advice is: Mary Stephens – click here to view her Financial Services Guide
Mesaimie Pty Ltd ABN 70108155308 is a Corporate Representative No 124 4469 of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062 www.smsfadvisersnetwork.com.au
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee, licence number 430062, and is a fully owned subsidiary of the NTAA.
The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.
Liability limited by a scheme approved under Professional Standards Legislation other than for the acts or omissions of financial services licensees.