SAN supports our practices in providing advice regarding:
-Establishment of SMSFs -Contribution strategies (amount, 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 SMSF’s
The person as this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice is:
James Wilson – Authorised Representative No: 0001241919
Proactive Tax & Business Services Pty Ltd is a Corporate Authorised Representative No: 124 1920
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 please to be a member of this association, and benefits from the education they provide.