From 1 July 2016, the laws governing Self Managed Super Fund (SMSF) advice changed. Accountants now need to be licensed to talk to and advise clients about SMSF’s.
Rohan Griffiths (ASIC No. 1266589) is now an authorised representatives of Merit Wealth and is able to provide advice on SMSF’s. As a qualified Merit Wealth Limited Adviser, Rohan is authorised to provide advice on:
- Should I have a SMSF?
- Basic Deposit Products
As Merit Wealth limited advisers we have access to the broader Merit Wealth adviser network to provide further advice on:
- Rolling over superannuation
- Investment Strategies
- Investment portfolio construction
Our license, authorised by Merit Wealth allows us to provide qualified advice on SMSF’s
VMG Super Planning Pty Ltd (ASIC No. 1266566) ABN 74 055 022 037 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Rohan Griffiths (ASIC No. 1266589) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Rohan Griffiths Financial Services Guide
“This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs”.