Australian Financial Services – Andrea’s SMSF Management Pty Ltd does not hold an ASFL and therefore will not provide you with personal financial advice or investment advice of any kind.  All SMSF advice provided will be general and factual in nature. We will not advise you on whether or not an SMSF is appropriate for you or if you should take a benefit or a pension or if you should or shouldn’t make contributions.  If you require licenced advice to determine your personal needs in this regard please contact your licenced advisor or we can refer you to several respected and licenced advisors at your request.

 

SMSF Actuarial Certification – We outsource this speciality service to Bendzulla Actuarial or Act2 Solutions.

 

Annual SMSF Audit – Audit Independence precludes the tax agent also being your auditor.

 

Title Search or Property Valuation Services – We can recommended respected providers where required but do not provide these services directly.

 

Attendance to any audit action commenced by the ATO.