You may have heard about recent changes to the Australian Financial Services Licence legislation that has seen the removal of the Accountants’ exemption relating to Self-Managed Superannuation Funds. The removal of this exemption has meant a change for our business and the way in which we can provide advice to you in the areas of Self-Managed Superannuation Funds and other superannuation products.
After careful consideration of our options and the need for us to continue to provide the best service to our clients, we are pleased to announce a strategic alliance with Premia Private Wealth Pty Ltd (“Premia”). Premia is a corporate authorised representative of Private Wealth Advisory Pty Ltd which holds an Australian Financial Services Licence (AFSL 478249).
Through this strategic alliance, we are able to continue to provide full services to you in the area of Self‑Managed Superannuation Funds. In addition to this, we also have a reputable referral partner in Premia, that has the expertise to provide you with a broader range of financial advice, in areas such as Strategic Planning, Investments, Personal Insurances and Estate Planning.
You may ask why we have chosen Premia. The answer is simple. Their values are consistent with ours and they work to provide objective advice in the best interest of clients, just as we do. Premia is headed by Principal, Sonny Rahim. We believe our strategic alliance with Premia will provide benefits to you, such as the ability of our firms to collaborate to service both your business and personal financial advice needs. Working together, we can ensure the alignment of strategies to enable the best possible outcome for you.
Consistent with our objective to remain at the forefront of the advice profession, this evolution of our business will result in some administrative changes, however it places us in the best position to continue to provide our clients with the best advice and service.
We are very excited about our relationship with Premia and look forward to having the opportunity to introduce you to Sonny Rahim and his team in the near future.
If you have any queries or would like to meet with us to discuss any services in more detail, please contact Mr Stephen Bushell or Mr Sonny Rahim.
DFK Gooding Partners Chartered Accountants