Two of our Partners, Brad & James, are limited financial advisers. Recently there has been a change in ownership of the Australian Financial Services Licensee (AFSL) through which Brad/James operate, from Diverger to Count. This change has no impact to our clients, the advice we provide and our continued relationships remain the same.
You can find our updated Financial Services Guides (FSG) here:
As limited financial advisers, Brad and James can advise on:
- Setting up a Self-Managed Superannuation Fund (SMSF)
- Rollover of existing funds into SMSF
- Pensions in SMSF
- Contributions in SMSF
SMSF can offer flexibility and control in the right circumstances. If you would like to explore the opportunity of a SMSF, please get in touch with James or Brad at HQB.
– April Limbert
Posted 02.04.2024
This article is compiled as a helpful guide for your private information and is subject to copyright. We suggest that you do not act solely on the basis of material contained in this article because items are of general nature only and may be liable to misinterpretation in particular circumstances. We recommend that our advice be sought before acting on any of these crucial areas.
