Self-managed Superannuation Funds

Superannuation enables individuals to accumulate wealth to provide for retirement. A Self-Managed Superannuation Fund (SMSF) is one of the superannuation choices available, and for those with substantial amounts to invest there are many benefits of a SMSF. Not only giving you control over your assets, a SMSF provides one of the most tax effective and flexible ways to grow wealth and is the fastest growing sector of the superannuation industry.

KDA Group has an experienced team of specialists dedicated to managing superannuation funds. From establishment, compliance, tax and audit through to investment advice, our team will guide your fund through the complexity of SMSF legislation, ensuring compliance and peace of mind.

As authorised representatives of Merit Wealth Pty Ltd, AFSL Number 409361 we are able to give advice on many aspects of SMSFs, including:

• Establishment of self-managed superannuation funds/Rollovers
• Contributions
• Pensions and payments
• Borrowing to purchase property

For specific investment advice we will refer you to one of our associates through our comprehensive network of professionals who will analyse your circumstances and make appropriate recommendations.

KDA Group SMSF Strategists Pty Ltd (ASIC No. 413571) ABN 84 000 885 067 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

David Ohlmeyer (ASIC No. 1270288) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au | Privacy Statement.

FSG - David Ohlmeyer

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