Accountant/Mortgage Broker for SMSF in Sydney

Discussion in 'Superannuation, SMSF & Personal Insurance' started by HouseData, 26th Aug, 2017.

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  1. HouseData

    HouseData Well-Known Member

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    Hi everyone,

    I want to set up a SMSF and would like to find some contacts of those who can provide legal and investment advice on SMSF in Sydney. I was planning to set up with eSuperfund but want to speak to a few accountants first about their SMSF service so if they offer good advice, I'll go with them instead of eSuperfund.

    Also, I am looking for a SMSF mortgage broker in Sydney. And recommendation will be much appreciated.

    Thank you.
     
  2. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    why you asking for an accountant for legal advice? What sort of advice are you after?

    I am a lawyer and finance broker - but have a waiting list 25 people deep.
     
  3. HouseData

    HouseData Well-Known Member

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    Oh, sorry. I should have written accountant/lawyer .... I meant a firm that does all the setup, administration and audit for SMSF.

    I would like to set everything up by the end of the year, so I think it would be too long if I wait in your queue :). Thanks for letting me know though.
     
  4. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    You are probably after a financial planner for this as it is mostly financial advice. The planner would set up the SMSF in consutlation with a lawyer.
     
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  5. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    try Redwood Advisory
     
    Last edited: 26th Aug, 2017
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  6. FireDragon

    FireDragon Well-Known Member

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  7. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    Redwood likes this.
  8. HouseData

    HouseData Well-Known Member

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    thanks, will contact Redwood
     
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