Adviser

We Have The Capacity To Review Your Clients SMSF Accounts

comprehensive advice service to assist financial advisors

Strategic SMSF Solutions Pty Ltd (a division of Shartru Wealth Management Pty Ltd, a national financial services business) is now offering a comprehensive advice service to assist financial advisors with the formulation of SMSF advice and other complex superannuation matters. The service has been designed to provide you with a technical resource, Neil Stafford, Shartru’s Head of Complex Advice, who is here to assist you in the formulation of advice whether of a simple or complex nature.

We can assist if the matter requires formal legal advice

We are also able to assist if the matter requires formal legal advice to be sourced (such as to determine whether a deed or Binding Death Benefit Nomination is compliant and to gain a legal opinion on which the advisor may rely) to determine whether the advisor can proceed to formulate the advice to the Trustee and/or member.

For those financial advisors who have yet to meet the requisite qualification to provide SMSF advice, Neil Stafford will be noted as a co-provider of the advice on the front page of the Statement of Advice and will be further noted as being responsible for the provision of SMSF advice in the Statement of Advice section “Disclosures and Disclaimers”. This arrangement will also assist you to meet your obligations under the FASEA Standards.

All Of Our Adviser Service Levels Include

Examples of more complex advice areas with which we can assist would include amongst others:

Limited Recourse Borrowing Arrangements (“LRBAs”)

asset segregation/tax segregation

small business CGT concessions

transfer balance cap issues

payment of death benefits/binding death benefit nominations/other estate planning matters

(including superannuation proceeds trusts in wills)

capped defined benefit valuation matters and TBA impacts

downsizer contributions

treatment of fund reserves

Our Scope of the SMSF advice

The scope of the SMSF advice will be agreed between the advisor and Neil Stafford prior to the commencement of any strategy development and advice document construction. To assist in the production of any advice whether verbal, via email or in the form of a co-authored Statement of Advice or standalone Statement of Advice, you will need to supply Strategic SMSF with all documentation requested by Strategic SMSF.

The service is being offered to financial advisors on a fee-for-service basis at the current rate of $165 (inc GST) per hour, a significant reduction in Neil’s standard charge out rate and those of comparable technical specialists. This rate has been specifically struck to encourage you to discuss your advice needs with Neil and to take advantage of our quality offering.