Troy is a Self Managed Superannuation Specialist Advisor with SMSF Association and has completed a diverse range of specialist tax modules within his Masters of Taxation studies. Troy is also a Financial Planner and Authorised Representative of Count Financial Limited which enables him to discuss all aspects of a SMSF. With a keen interest in superannuation, he leads his team of professionals to service clients across a diverse range industries and structures.
Superannuation legislation is a complex structure and it can be confusing and overwhelming to keep up with the continual changes. A recent change in legislation restricts Accountants to discuss certain aspects of a SMSF. However Troy being a qualified Financial Planner, can give you the right advice and do all the hard work including set up, registrations, rollovers etc.
Already have a SMSF?
There is always further planning prospects within Self Managed Superannuation Funds. Whether you are investing in properties or other assets, Troy is here to work with you as the Trustees in preparing and planning the right investment strategy for you.
If you would like to talk to Troy about your Superannuation please contact us.
Munro & Partners Wealth Solutions Pty Ltd ABN 55 611 164 820 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly owned, non‐guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.