From 1 July 2016 new regulations were implemented by ASIC requiring accountants to be licensed when providing financial advice in relation to Self-Managed Superannuation Fund matters.
If you want advice which considers your particular objectives, financial situation or needs, we would be happy to provide that service to you via Complete Latitude Pty Ltd, an entity 100% owned by Blaze Acumen, which has been licensed by ASIC.
We are able to assist our clients with planning for their retirement and maximising their superannuation benefits such that they fully utilise the taxation concessions available in the superannuation environment.
This advice extends to:
- The making of superannuation contributions;
- The commencement of income streams;
- Estate planning and treatment of death benefits within superannuation;
- Superannuation splitting;
- Re-contribution strategies; and
- Considering pension alternatives including reversionary pensions.
The following Partners are authorised representatives of Complete Latitude Pty Ltd and can provide specialised superannuation advice via Complete Latitude are:
- Michelle McKenzie
- Erica Harper
- Peter Whelan
Level 27, IBM Centre
60 City Road
SOUTHBANK VIC 3006
Ph: 9694 3000
Fax: 9694 3010
For superannuation compliance, please refer to this page.
ABN 57 207 091 102
AFSL Licence 483990