SMSF - Establishment & Operation

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

In order to provide licensed advice to her clients, Rebecca has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd. (NTAA).

The SMSF Advisers Network licence supports Rebecca in providing advice on:

  • Establishment of SMSFs
  • Contribution strategies
  • Pension strategies
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Winding up of SMSFs

If you have any questions in relation to your superannuation arrangements, please contact Rebecca.

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee, licence number 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.  This practice is pleased to be a member of this association, and benefits from the education they provide.

SMSF - Audit

Rebecca Bezzina is a registered ASIC SMSF auditor who provides an independent SMSF audit service to Accounting and Financial Planning practices.

This enables the adviser to focus solely on their relationship with the client, without the concern of undertaking the annual SMSF compliance audit.

Through this you will have the peace of mind you need, knowing that you will be provided with a truly independent audit. Rebecca would like to be seen as your business partner in relation to the compliance of your clients' SMSF's. She is committed to delivering a service that is thorough, timely and cost effective.

Rebecca takes pride in offering you a personal service with a professional approach. Rebecca is the only person you will deal with throughout the whole process.

Rebecca understands that your clients are important to you and therefore, does not want to interfere with your relationship. She will not contact your client unless she has specific authority from you to do so.

Key benefits of appointing Rebecca Bezzina & Co Pty Ltd for your clients' SMSF audits:-

  • Auditor independence

  • Protection of your client relationship as Rebecca Bezzina will never contact your client directly

  • Clear and concise audit reports provided

  • Competitive rates (starting from $440 including GST)

  • Short turnaround times (Rebecca aims to have each audit completed within 2 weeks)

  • Communication (your queries will be responded to promptly and you will be consulted regarding any regulatory breaches)

Rebecca understands that every accountant operates differently and has differing needs. As a consequence, Rebecca provides flexibility in her approach to conducting your audits.

Please feel free to contact Rebecca to discuss your SMSF audit needs further.

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