Self Managed Super Funds
Take control of your future, choose how you invest your money, with a Self-Managed Super Fund.
The team at QA are Self-Managed Super Fund experts. We setup and help run your SMSF. We help with SMSF compliance, and offer tax planning advice to help your fund grow and prosper.
QA Principal, Fiona Jeff, is an accredited SMSF Specialist Advisor who draws on her accounting knowledge to provide the best service for your SMSF.
Advantages of a Self-Managed Super Fund:
- You choose how to invest and manage your money.
- You can quickly buy or sell assets.
- You can choose to invest in property, unlisted shares, artwork or more uncommon investments.
- You can protect your business by holding your premises in your SMSF.
- You can save on superfund fees.
- You can minimise Capital Gains Tax.
- You can pool your super with others to buy bigger assets with better growth potential.
- You can save money on estate planning with taxation exit strategies.
Keen to start your journey to financial freedom?
Request a SMSF appointment with Fiona Jeff today. Phone (02) 66581 655 or email: admin@qualityaccounting.com.au
Keen to start your journey to financial freedom?
Request a SMSF appointment with Fiona Jeff today. Phone (02) 66581 655 or email: admin@qualityaccounting.com.au
Financial Services that we provide
We only provide you with financial advice limited to the following:
- Setting up or closing Self Managed Superannuation Funds (SMSF)
- Making contributions to superannuation or paying benefits from superannuation
- We can advise you to contribute to superannuation and to receive benefits from superannuation; however we cannot advise you on specific superannuation products or advise you to switch or replace a superannuation product.
We are not authorised by Merit Wealth to provide you with advice on any other matters, financial services or any other financial product.
Other services
Merit Wealth is not responsible for the following services provided by QA Taxation and Business Pty Ltd:
- Accounting and audit services
- Administration and compliance of Self-Managed Superannuation Funds
- Taxation services, such as completion of tax returns
- Borrowing/lending advice and services (includes within a SMSF)
QA Taxation and Business Development Pty Ltd (ASIC No. 1246926) ABN 29 119 143 163 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. A Level 15, 115 Pitt Street, SYDNEY NSW 2000.
www.meritweath.com.au | Privacy Policy | Privacy Collection Statement | FSG | COMPLAINTS
Fiona Jeff is a Limited Authorised Representative Number 1246925 of Merit Wealth Pty Ltd
Email: contact@meritwealth.com.au Tel: 1300 785 611
QA Taxation and Business Development Pty Ltd (ASIC No. 1246926) ABN 29 119 143 163 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. A Level 15, 115 Pitt Street, SYDNEY NSW 2000.
www.meritweath.com.au | Privacy Policy | Privacy Collection Statement | FSG | COMPLAINTS
Fiona Jeff is a Limited Authorised Representative Number 1246925 of Merit Wealth Pty Ltd
Email: contact@meritwealth.com.au Tel: 1300 785 611
General Advice Warning
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
