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smsf services:

Kevin Harrison trading as Douglas and Harrison is an Authorised Representative No. 1240333 of the SMSF ADVISERS NETWORK PTY LTD.

Carol Hill an employee of Douglas and Harrison is an Authorised Representative No. 1240334 of the SMSF ADVISERS NETWORK PTY LTD.

Paul Perry an employee of Douglas and Harrison is an Authorised Representative No. 1248473 of the SMSF ADVISERS NETWORK PTY LTD.

This authorisation allows Douglas & Harrison to give advice on Self Managed Superannuation Funds (SMSF) including:-

  • Recommend an establishment of a SMSF
  • Recommend commencement of a pension (Transition to Retirement and Account Based)
  • Limited Recourse Borrowing Arrangement Structuring and purchase of property through your SMSF
  • Rollover of existing superannuation plans
  • Contributions
    • Concessional
    • Non-Concessional
    • In Specie
  • Recommendation of additional contributions (eg. spouse, in-specie transfers) to superannuation or redirect existing contributions to another superannuation fund
  • Recommend that a member increases their contributions to over the Superannuation guarantee minimum
  • Recommend consolidation of your superannuation assets into a single fund
  • Asset class investment strategy for the SMSF and general advice on whether the fund should include personal insurance as part of its set-up
  • Preparation of investment strategy
  • Recommend a binding death benefit nomination, including who should be nominated
  • Recommend the type of investments the fund should acquire as part of the advice to set up a SMSF

As part of this authorisation we will provide a SMSF STRATEGY ADVICE FINANCIAL SERVICES GUIDE & PRIVACY POLICY. A copy of that can be downloaded here.

As part of this process a fact finding process will be required on your personal circumstances and a tailored Statement of Advice will be provided. These services are billed separate from both accounting and superfund compliance work directly by our licensee SMSF Advisers Network Pty Ltd.

Should you wish to make an appointment for SMSF advice, please contact by email below or phone the office on (03) 9579 3377.

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CP Australia The Institute of Chartered Accountants (ICAA)