Self Managed Superannuation Fund (SMSF)

Chartered Accountants Australia and New Zealand offers an SMSF Specialisation qualification which formally recognises the self-managed superannuation fund (SMSF) knowledge, experience and education held by the accountant.

More and more Australians are opting for SMSFs as their retirement savings vehicle of choice, and it's important that they have quality, accurate advice when they require it.
Chartered Accountants as trusted advisors, set a benchmark for high quality SMSF specialists that trustees can be confident in turning to for advice.

The specialisation program qualifies Chartered Accountants with the appropriate skills to provide an even better service to the Australian public. Contact our qualified SMSF specialist, Marcus Bond (ASIC Authorised Rep No. 1245571, Details of Authorisation: Self-managed superannuation funds), if you would like any help in the accounting, management and audit of your SMSF.

SMSF advisory services are provided by Cardell Planning Pty Ltd (ASIC Authorised Rep No. 1245568) ABN 89 613 073 386, a Corporate Authorised Representative of  Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence No.409361. 

Tel: (02) 8074 8599

Licensed under an Australian Financial Services Licence (AFSL), Merit Wealth is qualified to provide strategic SMSF advice as well as set up, administer, and assist with the investment decisions of your SMSF.

Accountants were permitted to provide this advice up until 30 June 2016, but as part of the financial advice reforms (FoFA), now only AFSL licensed accountants can advise on SMSFs.

Merit Wealth advisers have a deep knowledge of all matters pertaining to SMSF, and make it their business to stay up-to-date on superannuation law and industry compliance and standards.

Need professional accounting services?

Book a consultation with our expert accountants
Request Consultation