SMSF Strategy Advice

Kevin Mottau is an Authorised Representative (AR No: 125 4878) of SMSF Advisers Network Pty Ltd (SAN), AFSL No. 430062.

John Kelly is an Authorised Representative (AR No: 125 7334) of SMSF Advisers Network Pty Ltd (SAN), AFSL No. 430062.

Andrew Tulipano is an Authorised Representative (AR No: 125 6723) of SMSF Advisers Network Pty Ltd (SAN), AFSL No. 430062.

Dayaweera Wickramasinghe is an Authorised Representative (AR No: 126 7384) of SMSF Advisers Network Pty Ltd (SAN), AFSL No. 430062.

Acknowledge Advisers Pty Ltd, ABN 15 619 202 729, is an Authorised Representative (AR No: 125 4877) of SMSF Advisers Network Pty Ltd (SAN), AFSL No. 430062.

As an AR of SAN, we can provide advice on Superannuation, including Self-Managed Superannuation Funds (SMSFs).

We can provide the following advice to you:

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

  • For advice relating to insurance or investments, we have a network of like-minded professionals we can refer you to.

    Please contact us on (03) 9899 6164 for further information.

    You can obtain a copy of our Financial Services Guide (FSG) Part 1 and Part 2.

    Get in Contact with us