We do more than balance the books. Our full service encompasses five strategic areas that are designed to create and grow wealth for you and your business.
From (Since) 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.
In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, Summit Accounting & Taxation has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).
SAN supports our practice in providing advice regarding:
Trina Gebhard-Anderson is authorised by SAN to provide superannuation and self managed superannuation fund advice. Authorised Representative No. 124 3793
If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.
The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.
These are just some of the aspects that we will look at to ensure that you and your business increases wealth while minimising risk.