Licensed under an Australian Financial Services Licence (AFSL), our trusted and experienced advisers are qualified to provide strategic SMSF advice as well as set up, administer, and assist with the investment decisions of your SMSF.
Founded by Peter Johnson, a chartered accountant and CPA Australia Accredited SMSF Specialist and trainer, the goal of The SMSF Expert is to educate and empower Australians who want to take control of their financial future.
Our advisers have a deep knowledge of all matters pertaining to SMSF, and they make it their business to stay up-to-date on superannuation law and industry compliance and standards.
They understand that taking control of your retirement funds through a SMSF, while rewarding, can be challenging at times, especially when you need advice and guidance in making strategic financial decisions.
Up until 30 June 2016, accountants were permitted to provide this advice, but as part of the financial advice reforms (FoFA), now only AFSL licensed accountants can advise on SMSFs.
It was from these regulatory changes that The SMSF Expert was born – connecting people who are ready to invest in their future with a network of advisers who are ready to help them get there.
When you contact us, we’ll connect you with one of our 70+ SMSF advisers to help you expertly plan for your retirement.