SMSF Services
At Cohen & Krass, we offer a range of services to deliver a holistic financial solution based on your particular needs including Compliance reporting (Financial Statements and Income Tax Returns) and Audit
From 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence. In order to provide personal advice to our clients in relation to superannuation and self-managed superannuation funds, Cohen and Krass Financial Services Pty Ltd (ABN 49 668 998 917), 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).
SAN 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
- Provision of an asset class investment strategy (based on an assessment of your risk profile)
- Winding up of SMSFs
The people at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice are:
Anthony L. Cohen – Authorised Representative No. 1272889
Vivian Wang – Authorised Representative No.1272890
If you have any questions in relation to your superannuation, simply contact us to find out more about how we at Cohen & Krass can help you.
Click here to view our Financial Services Guide
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.
The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self-Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.