CHANGE IN ADVICE PROVISION

FROM 01ST JULY 2016 SUPERANNUATION ADVICE IS NOW REGULATED BY LEGISLATION REQUIRING ACCOUNTANTS GIVING SUPERANNUATION ADVICE TO ADHERE TO CERTAIN REQUIREMENTS IN PROVIDING THAT ADVICE. THIS ADVICE MUST BE PROVIDED THROUGH A AUSTRALIAN FINANCIAL SERVICES LICENCSE.

In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, CROSS SINCLAIR & NOVOTNY 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).

GLEN NOVOTNY IS AN INDIVIDUAL AUTHORISED REPRESENTATIVE (A.R. # 1246576) FROM CROSS SINCLAIR & NOVOTNY (CORPORATE A.R. 316002) WHO IS A MEMBER OF THE SAN.

WHO IS SAN

SAN is responsible for the financial services provided by our Authorised Representatives.

SMSF Advisers Network Pty Ltd is dedicated to providing you with financial services and strategies relating to superannuation strategies, specifically to your requirements for a Self-Managed Superannuation Fund (SMSF).

SMSF Advisers Network Pty Ltd is not owned by any fund manager, bank, superannuation fund or life insurer. SMSF Advisers Network Pty Ltd and its Authorised Representatives always act on behalf of you, the client. SAN holds an Australian Financial Services Licence No: 430062, issued by the Australian Securities and Investments Commission.

The contact details for SMSF Advisers Network are:
SMSF Advisers Network Pty Ltd – ABN 64 155 907 681
Australian Financial Services Licence Number: 430062
29-33 Palmerston Crescent, South Melbourne VIC 3205
Tel: 1800 906 456 or (03) 8548 8300 Fax: (03) 9686 4744
Website: www.smsfadvisersnetwork.com.au
Email: info@smsfadvisersnetwork.com.au

WHAT ADVICE CAN WE PROVIDE UNDER THE SAN AFSL

We can provide advice on

  • 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 • Provision of an asset class investment strategy (based on an assessment of your risk profile) • Winding up of SMSFs

ADDITIONAL INFORMATION

We have provided links to our FSG:  http://csntax.com.au/download/fsg-part-1/ and  http://csntax.com.au/download/fsg-part-2/
A FSG is designed to assist you in deciding whether to use any of the financial services that we provide.

Privacy Policy

To provide you with relevant advice, we maintain a record of the information you provide us such as your personal and financial objectives, your financial situation and your needs. We will also retain copies of the advice we provide to you. We are committed to ensuring the privacy and security of your personal information.

We will not otherwise disclose information about you unless the disclosure:
– is required by law;
– is authorised by law; or
– you have consented to our disclosing the information about you.

About Cross Sinclair & Novotny

Cross Sinclair & Novotny provides a complete range of professional accounting and taxation services to all types of businesses, superannuation funds and individuals. With over 30 years’ experience in providing accounting and taxation services, Cross Sinclair & Novotny provides a personalised and professional service together with quality advice. Cross Sinclair & Novotny are based at Hillarys in the northern suburbs of Perth and provide services to surrounding suburbs including, Whitfords, Kallaroo, Sorrento, Padbury, Craigie, Mullaloo, Woodvale, Kingsley, Duncraig, Beldon, Heathridge and Ocean Reef through to Perth.

“In the 15 years as a client the team at Cross, Sinclair & Novotny have always provided us with an efficient, reliable and professional service, I would not hesitate to recommend them.”

Duro MargareticDirector, Luan Holdings Pty Ltd

“For over 20 years as a client Cross, Sinclair & Novotny have always met our lodgement obligations with the ATO whilst providing a professional and friendly service.”

Peter EvansDirector, Evco Eng Pty Ltd

“In working with the team at Cross, Sinclair & Novotny I have always appreciated their professionalism and practical approach to meeting my tax and business obligations. I am a very satisfied client and am happy to recommend their services to anyone.”

Don SmithDirector, Whitehall Securities Pty Ltd

Find out more

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