SMSF Advice

A Self-Managed Super Fund (SMSF) allows you to take control of your own superannuation and manage your investments. Finding the right SMSF advisor to assist you with your responsibilities as a SMSF trustee is vitally important. At P+Y we remain abreast of changes in legislation to provide coordinated SMSF administration and advice services. Our highly credentialed SMSF specialists combine high quality technical advice with diversity of experience in the SMSF environment.

As an Authorised Corporate Representative of Merit Wealth, our SMSF Advice services include:

Establishing and winding-up SMSFs
Rollovers to SMSF
Contribution Strategies
Pension Strategies
Guidance on the requirement for an investment strategy
SMSF Borrowing Trust Arrangements

As well as providing specialist advice in the SMSF environment, we can attend to the day-to-day administration of your SMSF…
Find out more about our SMSF Administration services

Brenden Yantsch (ASIC No 432219) is an Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 | FSG

David Pennell (ASIC No 1267459) is an Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 | FSG

Deborah Smith (ASIC No 1269913) is an Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 | FSG

Sharon Jaenke (ASIC No 1270011) is an Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 | FSG

P&Y Advisory Pty Ltd (ASIC No432220) ABN 75 161 384 998 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

For more information on Merit Wealth visit www.meritwealth.com.au | Merit Wealth Privacy Statement

Let’s work together and make a positive difference

Let’s talk

SMSF Advice

As well as providing specialist advice in the SMSF environment, we can attend to the day-to-day administration of your SMSF… Find out more about our SMSF Administration services

Let’s work together and make a positive difference

As well as providing specialist advice in the SMSF environment, we can attend to the day-to-day administration of your SMSF…
Find out more about our SMSF Administration services