From (Since) 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence. In order to continue to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, Dolphin Tax and Accounting 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
The person at this practice authorised by SAN to provide superannuation and self managed superannuation fund advice is:
Aaron Colley – Authorised Representative No. 124 4548
If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.
Click here Dolphin Tax FSG 2017 to view our Financial Services Guide.
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.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.
Aaron Colley is an Authorised Representative (No. 124 4548) and
Dolphin Tax and Accounting is a Corporate Authorised Representative (No. 124 4548) of the
SMSF Advisers Network Pty Ltd
ABN 64 155 907 681 AFSL 430062