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.
Dean Murphy (ASIC No. 1271987) and Rohan Griffiths (ASIC No. 1266589) are now authorised representatives of Merit Wealth and are able to provide advice on SMSF’s. As qualified Merit Wealth Limited Advisers, Dean and Rohan are 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 79 624 004 664 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Dean Murphy (ASIC No. 1271987) and Rohan Griffiths (ASIC No. 1266589) are Limited Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
“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”.