Being involved and looking after your future is why you have an SMSF – right?
With BGL Simple Fund 360 and their bank and broker data feeds, you can have real-time access to all your investments and super information so you can see the whole picture at once, giving you the tools you need to stay compliant and make the best possible decisions. Using the best of technology allows you and us to simplify and streamline SMSF administration, saving you time & money.
We also partner with Merit Wealth so that we can offer you the both of best worlds – SMSF accounting & tax knowledge, and financial planning capacity – fully supported by Merit Wealth’s experience, systems, and processes for us to be fully compliant, and able to offer you fully-considered advice, tailored to you and your plans & goals. We can discuss your superannuation contributions, pensions and much more…
If you are considering an SMSF, we can help you decide if that is the right option for you.
Sasha Prien is Limited Authorised Representative 1272195 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.
Axiom Advantage Pty Ltd is a Corporate Authorised Representative of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.