Disclaimer
The information contained on this website is general in nature and has been prepared without taking into account your personal objectives, financial situation or needs. It does not constitute financial, taxation, legal or investment advice and should not be relied upon as such. Before acting on any information provided, you should consider its appropriateness to your own circumstances and, where necessary, seek advice from an appropriately licensed and qualified professional.
Freedom Financial Partners provides self-managed super fund (SMSF) accounting, administration, taxation and compliance services. We do not hold an Australian Financial Services (AFS) licence and do not provide personal financial product advice or investment recommendations. Where you require advice about whether an SMSF, a particular investment or financial strategy is appropriate for your personal circumstances, we recommend you obtain advice from a suitably licensed AFS licensee or financial adviser.
While we make every effort to ensure the information on this website is accurate and up to date at the time of publication, superannuation, taxation, corporations and anti-money laundering laws, ATO and ASIC requirements, banking procedures and government policies may change without notice. Some information may also depend on your personal circumstances. We do not guarantee the currency, accuracy or completeness of any information on this site, and accept no responsibility for any loss or damage arising from reliance on it.
Where this website refers to legislation, ATO guidance, third-party websites or other external sources, those sources should be regarded as the primary authority in the event of any inconsistency. Links to third-party websites are provided for convenience only, and we do not endorse or accept responsibility for the content, accuracy or privacy practices of those sites.
Establishing, transferring or managing an SMSF carries legal responsibilities and ongoing compliance obligations. As trustee, you remain responsible for ensuring your fund complies with superannuation law and for the decisions made regarding its operation and investments. Whether an SMSF is appropriate for you will depend on your individual circumstances.
Fees, timeframes and processes described on this website are provided as a general guide only and may vary depending on your individual circumstances, the complexity of your fund, and matters outside our control (including delays caused by the ATO, your bank, or your existing superannuation fund). Current fees are available on request and will be confirmed with you before we commence any work.
Whether you’re looking to set up an SMSF, transfer an existing fund or find a team to manage the ongoing work, we’d be happy to talk.