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Any financial advisers out there?

Any financial advisers out there?

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Old Mar 21st 2004, 9:18 am
  #1  
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Default Any financial advisers out there?

I am migrating to Oz soon and want to set up a SMSF as soon as an Oz resident. I have contacted some advisers but no-one seems interested.

I would welcome a reply from an adviser who is interested or recomendations of a good adviser.

Thanks
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Old Mar 21st 2004, 9:32 am
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Default Re: Any financial advisers out there?

Originally posted by Ozbound7
I am migrating to Oz soon and want to set up a SMSF as soon as an Oz resident. I have contacted some advisers but no-one seems interested.

I would welcome a reply from an adviser who is interested or recomendations of a good adviser.

Thanks
Maybe this comment may have some bearing on the reluctance:

Trustees of self managed superannuation funds have been warned by the Australian Taxation Office that it intends progressively moving beyond education to enforcement.
 
Old Mar 21st 2004, 1:31 pm
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Default Re: Any financial advisers out there?

Originally posted by ABCDiamond
Maybe this comment may have some bearing on the reluctance:

Trustees of self managed superannuation funds have been warned by the Australian Taxation Office that it intends progressively moving beyond education to enforcement.
Surely no problem if its compliant?
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Old Mar 21st 2004, 7:00 pm
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Default

You are in the wrong forum for that kind of advice,I suggest you try
www.somersoft.com, might be able to help you out
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Old Mar 21st 2004, 9:36 pm
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Default Re: Any financial advisers out there?

Originally posted by Ozbound7
Surely no problem if its compliant?
I agree with that, but it may cut down the numbers who wish to advise on the matter. Some may be scared of the ATO in case they get it wrong !

Here is a link talking about how accountants don't need to be licensed to deal with SMSF's

Will you be using it for property ? If so, then the Property Investment forums at www.somersoft.com as mentioned by francesduggan, would be useful.

www.garrisons.com.au is a link to a large organisation that do these, but I have no idea on how good they are.
 

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