RBA Financial Services Pty Ltd is a new service providing financial planning services to individuals and businesses.
From 1 July 2016, an unlicensed accountant cannot provide financial product advice and this now includes providing advice in relation to the establishment and closure of an SMSF. Dan and Glen have made the worthwhile investment of becoming licensed and are now Authorised Representatives of Count and directors of RBA Financial Services Pty Ltd.
Count’s success has been built on their ability to identify opportunities ahead of the curve. This started with Barry Lambert who founded Count Financial Limited back in 1980. Identifying that accountants were uniquely positioned to understand and assist their clients with a broader range of financial services, Barry saw a gap in the market. He founded Count and began assisting accountants in expanding their services to offer professional financial advice to their tax and accounting clients. Count listed on the Australian Stock Exchange and was bought by the Commonwealth Bank of Australia in 2011. While the Count network has grown over the years to also include specialist non-accountant advisers, our focus continues to be on supporting accounting firms to assist their clients and grow their business through the provision of financial advice.
Count – Financial Services Guide DOWNLOAD
RBA Financial Services Pty Ltd are able to provide advice in the following areas:
- Basic deposit products
- Life insurance, and
This allows us to provide financial and taxation advice specifically tailored to your particular situation. This may include, but is not limited to:
- Reviewing your insurance needs and ensuring your current cover is sufficient;
- Assisting you in understanding and determining the tax consequences of setting up and running a SMSF;
- Providing you with information in relation to the taxation limits for the amounts that you can contribute to superannuation, including what tax savings you will obtain as well as the most tax effective way to utilise the limits; and
- Advice regarding converting your fund to pension mode as well as the pension drawdown limits.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial 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.
‘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 Limited.