Mason Lloyd joins SMSF Adviser Network

What is the SMSF Advisers Network?

The SMSF Advisers Network provides support for the ongoing advice clients like you have told us you need regarding SMSFs.

Why is Mason Lloyd a member of SMSF Advisers Network?

After July 1, 2016, legislation was introduced to ensure that any superannuation advice had to be provided through an Australian Financial Services Licence (AFSL).

So in order to provide clients like you with personal advice in relation to superannuation and self managed superannuation funds, Mason Lloyd chose to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA). SMSF Advisers Network Pty Ltd is a wholly owned subsidiary of the NTAA.

SAN’s authorised member for the provision of superannuation and self managed superannuation fund advice at Mason Lloyd is: Kerry Lloyd – Authorised Representative No. 001260277

What does that mean for you?

That means that SMSF Advisers Network will support Kerry and Mason Lloyd more broadly in terms of providing you with advice regarding:

  • Establishing your SMSF
  • SMSF contribution strategies (amounts, types, withdrawal and re-contribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property into your SMSF
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an asset class investment strategy (based on your risk profile assessment)
  • Winding up of SMSFs

If you have questions regarding your superannuation, please call us on 6023 1700 to make an appointment with Kerry or contact us via the form below.

Got a question? Get in touch

If you've got financial or business questions, or you just want to run something by us, we'd be delighted to really talk to you – in person, over the phone - call us on 02 6023 1700 - or you can use the form below and we'll get back to you.

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Mason Lloyd is licensed to provide superannuation advice only through SAN.

SMSF Adviser Network (SAN)’s details are as follows - website, AFSL number - 430062 & ABN 64 155 907 681. Mason Lloyd is the Corporate Authorised Representative and Kerry Lloyd is the Individual Authorised Representative (ARN - 00126027, ABN - 40 115 023 973). You can reach Kerry on 02 6023 1700 or via the form on this page.