Australian Financial Services Licensing (AFSL) Forum

#4788 Reply

Andrew Ham
Member

Hello,

Unfortunately we are unable to provide you with advice about your client’s superannuation arrangements as it is essentially a matter that is not within our client focus.

A professional taxation adviser (such as an accountant) is best placed to advise him on the complex rules surrounding this issue, based on a detailed understanding of your client’s circumstances.

We presume that the platform provider, in enabling your client to act in this manner, has taken its own advice and is satisfied that it is a legitimate strategy.   You might consider contacting the platform provider and discussing it with them directly.

Author: Andrew Ham

Co-contributor: Greta Walters

Keep an eye out for the launch of our new Sydney office on Martin Place in July 2016!!  We are very excited about this opportunity to service our Sydney clients.

 

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