Self-Managed Superannuation Funds (SMSF) embodies one of the biggest areas of investment for retirement in Australia. If you wish to have greater control of your own Superannuation, Westindo can help you design your own Self Managed Superannuation Funds to meet your specific needs.
In line with changes to the Financial Planning regulations from 1 July 2016, Westindo has become authorised with Merit Wealth to provide advice in relation to Self Managed Super Funds.
Our comprehensive services include:
- Rollovers/Set up of your own Fund
- Binding Death Benefit Nominations
- Account Based, Allocated and Complying Pensions
- Lump Sum Withdrawals
- Re-contribution Strategies to pass tax benefits down to your beneficiaries
- Limited Recourse Borrowing Arrangements
- Salary Sacrifice Arrangements
Our advisor have RG146 authorisation, and Yudy Kodratjaya has been accredited with his Diploma in Financial Planning.
Should we meet with you to discuss your needs, we will be required to provide you with a Financial Services Guide outlining our practices and limitations.
Should you require additional financial advice beyond our scope, or advice on insurance coverage, we will be happy to refer you to a professional at one of our preferred financial planning and insurance advisory partners.
Our authorisation and representative details are as follows:
Westindo Pty Ltd CAR Number 01253897 ABN 58 461 923 435 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Yudy Kodratjaya ARN 001253896 is an Accredited Financial Planner and Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361