LICENSED SMSF ADVICE

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Andrew Davies is an Authorised  Representative (No. 472481) and AKD Accounting a Corporate  Representative (No. 472480) of SMSF Advisers Network Pty Ltd AFSL No.  430062.  Andrew Davies is well qualified to provide advice in most  aspects relating to a SMSF including Establishment of an SMSF,  Commencement of a pension, Limited Recourse Borrowing Arrangement  Structuring, Rollover of existing superannuation plans and  contributions.   

Please refer to our financial services guide which provides further information regarding our services.

Financial Services Guide

Establishment - Speak to us first

 SMSF's are the new black but is it right for you.  At AKD Accounting we  take the time to explore whether an SMSF is suitable for you. 

Accumulation - Building for retirement

 

Are you making the most of contribution caps?

Are you looking to maximisie the amount you can contribute to superannuation? 

AKD  Accounting has the expertise to assist you.  Talk to us about how you  can make best use of contribution rules to maximise your superannuation.

Pensions - Get the right advice

 

Are you maximising the tax benefits available to your fund?

Are you able to commence a pension from your fund?

We look at your circumstances both inside and outside of super to determine the best option for you

Death - It happens to us all.

 

Perhaps you are looking to maximise wealth for the next generation? 

We can assist with inter-generational wealth transfer strategies and succession planning

Additional Information

 

Good advice takes time and below is a brief overview of what you should expect when you seek our advice:

1. Introduction to advice process

-  we will meet with you to discuss the advice process.  You will be  provided with our Financial Services Guide (FSG), we will discuss how  our services are charged and we will explain how the overall process  works.

2. Identifying your current situation and objectives

 -  To ensure that we are acting in your best interests, we need to know  your current financial situation and the objectives you are seeking.  To  achieve this we will complete a "fact find" document with you.

3. Determine the appropriate strategy.

 -  after our initial meeting and upon completion of the "fact find" we  will then analyse your situation to determine a strategy appropriate to  your needs.

4. Presentation of advice

-  Having determined your strategy we will then prepare a Statement of  Advice (SOA) which clearly documents our advice in a manner that you can  understand.  Among other things, this will document how the SMSF will  be implemented, the cost of our advice and the costs of implementing our  advice.

5. Implementation

- After you have understood our advice and given your authority to proceed, we will then implement recommendations made.