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Financial Services Licence

From (Since) 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, Ponti Partners has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).

SMSF ADVISERS NETWORK

ABN – 64 155 907 681

AFSL # – 430062

Website – https://www.san.com.au/

SMSF Advisers Network Pty Ltd is a wholly owned subsidiary of the NTAA.

SAN supports our practice in providing advice regarding:

• Establishment of SMSFs
• Contribution strategies (amounts, types, withdrawal and recontribution)
• Pension strategies (account based and transition to retirement)
• Transfer of business real property into superannuation
• Withdrawals, commutations and death benefit payments
• Limited Recourse Borrowing Arrangements
• Provision of an asset class investment strategy (based on an assessment of your risk profile)
• Winding up of SMSFs

The person at this practice authorised by SAN to provide superannuation and self managed superannuation fund advice is:

Anthony A Ponti – Authorised Representative No. 001244406

FPH Agencies PTY LTD & The Trustee for AA Ponti Family Trust
T/A Ponti Partners Corporate
Authorised Representative Number 1244407

If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.

The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.

 

Why Choose Ponti Partners?

– We work with you to achieve your business goals.	– We provide a one stop solution for your accounting requirements.
– Regular access to the partner in charge of your work.	– If you need a cloud based accounting solution speak to us for the best possible fit.
– Tax Planning advice before the 30th June each year tailored to your needs.	– We are focused on building trusted relationships with our clients.
– We understand you, your business and the issues you face each day.

 

Contact Information

	577 Ross River Rd, Kirwan, QLD 4817
	P.O. Box 4802, Kirwan, QLD 4817
	(07) 4773 4344
	admin@pontipartners.com.au

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