Setting up her SMSF.
To ensure her self-managed super fund is compliant, Jennifer asked SVA for assistance to set it up.
Accounting & compliance.
Every SMSF must have accounting and auditing processes in place to be compliant. SVA does all of this for Jennifer.
Australian tax law only allows certain investments to be made in a SMSF. Jennifer relies heavily on the advice of SVA to ensure she makes appropriate investments.
Assistance to obtain finance.
SVA assisted Jennifer to obtain a loan to purchase her first investment property by setting up a bear trust and liaising with Jennifer’s bank.
Sashi Veale & Associates
Sashi Veale & Associates Pty Ltd
Suite 307 Norwest Central
12 Century Circuit
Baulkham Hills NSW 2153
P: 02 8850 0388
F: 02 8850 0399
Please send all mail correspondence to:
PO Box 6007
Baulkham Hills BC NSW 2153