Self-Managed Superannuation (SMSF)

While definitely not for everyone, an SMSF can be a very effective vehicle for the accumulation of wealth to be used in retirement. Edwards and Partners can assist in the setup of a fund, the ongoing maintenance of financial records and lodgement of required returns.

Both Robert Warren and Rodney Owen have been working in this field for many years and hold limited authorities under the “Merit Wealth” licence (below). This allows them to advise in matters associated with the establishment, operation, and maintenance of an SMSF.

ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
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Email: contact@meritwealth.com.au Tel: 1300 785 611

Robert Warren (ASIC No. 253873) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG

Rodney Owen (ASIC No. 1250281) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG