The content of this site is dated July 2019 and has been prepared by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd. Click here to Download the FSG (part 1). Click here to view our Privacy Statement and Complaints Process. Click here to view our Referrer Charter.

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Complaints Process

Yes, ASIC have loaded you up with

more paperwork, more training, 

more compliance & more cost to

keep servicing your SMSF clients in 

the new year... We Feel Your Pain!!

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But there's no avoiding it. So we've created what many accountants are telling us is the best solution to their accountant's exemption problem!

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Complete Service in a Single Package

If you’re like most professionals, you just want to get on with looking after your clients. We help you meet your compliance obligations, keep up to date with pragmatic training, and provide quality advice to your clients.


Systems to Make it Easy

We intimately understand ASIC’s compliance requirements and have created a way for you to be fully compliant and deliver a high quality, efficient service to clients. The secret is in our purpose built systems and approach. Let us show you how much easier a Statement Of Advice (SOA) is under the Merit Wealth Limited Authorisation.

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Here's What You Get:

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Limited Authorisation (AFSL)
 

Financial Service Guide (FSG)


Professional Indemnity (PI)


Compliance manual


Compliance reviews


RG146 assistance


Professional Development


Technical help desk support


Access to para planning


Online Self Guided Fact Finder


Automated online SMSF SOA compliance system

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Click here if you want more details about our Limited License offer.

If you'd like to find out why so many other Accounting firms have chosen the Merit Wealth Limited Authorisation offer over its competitors, give David Moss a call on 1300 785 611

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For more details about our offer, visit our website at www.MeritLAR.com.au

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Watch the 5 minute demo of our

SMSF SOA Compliance System

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Leave me your name and number in the form here and I'll call you back asap. 

David Moss

Accountants Services Director

Merit Wealth Pty Ltd

david.moss@meritwealth.com.au

Tel: 1300 785 611