More ways we can support you

Self Managed Superannuation Funds

Being involved and looking after your future is why you have an SMSF – right?
We partner with BT Panorama and BGL Simple Fund 360 to give you real-time access to all your investments and super information so you can see the whole picture at once, giving you the tools you need to stay compliant and make the best possible decisions. Using the best of technology allows you and us to simplify and streamline SMSF administration, saving you time & money.

We also partner with Merit Wealth so that we can offer you the both of best worlds – SMSF accounting & tax knowledge, and financial planning capacity – fully supported by Merit Wealth’s experience, systems, and processes for us to be fully compliant, and able to offer you fully-considered advice, tailored to you and your plans & goals. We can discuss your superannuation contributions, pensions and much more…

If you are considering an SMSF, we can help you decide if that is the right option for you.

We are here to help – call us for your free SMSF consult

Sasha Prien is Limited Authorised Representative 1272195 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.

Merit Wealth Pty Ltd can be contacted by

Phone   1300 785 611
Fax       02 8916 4261
Head Office:
Merit Wealth Pty Ltd
GPO Box 4463, 
Sydney NSW 2001
Level 15, 115 Pitt St Sydney NSW 2000
Merit Wealth’s Privacy Statment is here

 

 

Estate Planning

No-one likes to think about death, especially their own. But making the time now to determine what should happen later will save your family heartache and hardship. Making a Will is an important part of estate planning, and we can work with you and your lawyer to ensure everything is carefully considered and will work the way you intend. If you don’t have a lawyer yet, we can make recommendations for you.

Do you know which assets your Will can cover, and which may not even be part of your Estate? Assets such as superannuation, your business, and your home, may not form part of your Estate to be directed by your Will, and may go directly to specific beneficiaries. You need to be aware so you can plan with this in mind, which is why a comprehensive Estate Plan is so important, and is so much more than just a Will.

And later… much, much later, when your Will is activated, we can assist your executor & family with your business and financial affairs to help ease a difficult time.

Get ready for the future – call us for your free Estate Planning consultation

Life Organiser

The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.

Consider if you had an accident or suffered an illness that prevented you from handling your own affairs for a while… what would happen? Who would keep things running for you? And where would they find all the information they need?

You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials. It also assists the Estate Planning process as everything is included in the one place, ensuring nothing important is missed. Your family will thank you for making the time to do it.

Ready to get organised? – Call us for your Life Organiser

Contact us

 

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