Tel: 03 8508 7800 Fax: 03 9500 1386

Consulting About Compliance Issues

Clients with a SMSF will from time to time discover either

Actions that have been taken have resulted in a compliance problem, or
They are unsure as to the regulatory outcomes of proposed action.

PSS will provide advice with compliance issues including:

Investments that have taken place or are proposed to occur,
What the Trust Deed allows or permits,
Divorce and the splitting of fund balances,
RBL's and options available

or any of the many other issues that can affect the successful operation of a self managed superannuation fund.

What you need to do?

To obtain advice either phone 03 8508 7800 or complete Consulting Compliance information and email to us

This service operates on a time cost basis and a quote can be provided before work is undertaken.

• Consulting Compliance Information Form (MS Word 25 KB)

Charter Financial Planning Limited, ABN 35 002 976 294 Australian Services Licensee License No. 234665 is not associated with this provider and is not responsible for advice provided by this provider.