Merit Wealth Support

To get the right answer, you have to ask the right person.

One of the key challenges today's advisers face, is keeping up with the fast-paced legislative environment in which they operate.

Ongoing changes to products and regulatory matters such as tax, social security and superannuation, make having ready access to the latest information essential.

A sound understanding of the complex tax, social security and regulatory environment is an area where advisers can provide significant value to their clients. It is through this deep understanding of the complexities of financial regulation and latest developments, that advisers are able to devise optimum strategies for their clients. All good advisers know the procedures, rules and regulations for most circumstances.

But there are always those unusual or unique situations that arise from time to time. This is when a sound technical team can be invaluable, saving you time and giving you the confidence to address issues promptly and accurately.

We have a dedicated team of technical experts at your disposal. Magnitude's Investment and Strategy Committee contributes to the development and oversees the quality control of technical and strategic information resources.

This committee applies rigorous standards and draws from a wide variety of disciplines to ensure that they have the very latest relevant information.

Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. The accountant is best equipped to bring these elements together and to assist their clients through the planning process. Merit Wealth offers integrated solutions and support with a distinctly accounting focus.

On call access to technical expertise

If you have a technical question that needs a quick answer, you can access our technical helpline by phone or email for fast, professional advice.

You will also have access to a storehouse of current technical bulletins and the highly-regarded BT Super Book on the adviser website. You will also be emailed the latest relevant technical updates as they become available.

As a Merit Wealth practice, whatever your technical and strategy support requirements, you can be sure that you're keeping pace with the changing tax, social security and regulatory environment.

For more information about the technical and strategy resources available to Merit Wealth practices, call our Practice Support line on 1300 785 611