Proud Members of the SMSF Advisers Network

Since 1 July 2016 advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide personal advice to our clients in relation to superannuation and self-managed funds, Stockx Accounting Services Pty Ltd has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).

SAN supports our practice in providing advice regarding:

  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal, and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property in 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 SMSFs

The person at this practice authorised by SAN to provide superannuation and self-managed superannuation advice.

If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.

StockxAccounting Services Pty Ltd is a
Corporate Authorised Representative No. 125 3755 of the:

SMSF Advisers Network Pty Ltd
SAN’s AFSL Number (430062)
SAN’s ABN 64 155 907 681
www.san.com.au

Make an enquiry today

For all your questions, concerns and general advice, get in touch today.

    • Phone: (03) 9558 8171
    • Address: Suite 10, 1 Ricketts Road Mount Waverly VIC 3149
    • Office Hours: Monday - Friday 9.00am - 5.30pm