Superannuation Advice
Superannuation Advice and Capstone Financial Planning
Since 1 July 2016, superannuation advice in Western Australia must be provided through an Australian Financial Services Licence. In order to continue to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, WealthVisory has chosen to be authorised through Capstone Financial Planning Pty Ltd (Capstone).
Capstone supports our practice in providing advice regarding:
- 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 and SMSF solutions Mandurah
- Provision of an asset class investment strategy (based on an assessment of your risk profile)
- Winding up of SMSFs
The person at this practice authorised by Capstone to provide superannuation and self managed superannuation fund advice is Nicole Jarrett.
If you have any questions in relation to your asset superannuation, please ask to make an appointment to speak with Nicole Jarrett.
Nicole Jarrett – Authorised SMSF Adviser No. 1271240
WealthVisory Super Pty Ltd trading as WealthVisory Super ABN 56 696 999 925 is a Corporate Authroised Representative No.1322040 of Capstone Financial Planning Pty Ltd. ABN 24 093733 969. Australian Financial Services Licence No. 223135
Capstone Financial Planning Pty Ltd
Level 1, 607 Bourke St, Melbourne VIC 3000
Phone: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au
WealthVisory Pty Ltd trading as WealthVisory ABN 33 623 746 985
WealthVisory Super Pty Ltd trading as WealthVisory Super ABN 56 696 999 925
Disclaimer: The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation, and investment objectives.
While every care has been taken in the preparation of this website, WealthVisory Pty Ltd & WealthVisory Super Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
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