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The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. McPherson Investment Consulting Pty Ltd provides financial planning services to our clients. We tailor our services to meet the specific needs of our clients, providing the expert advice required to address lifestyle and financial goals. We aim to provide our clients with superior financial outcomes. Depending on individual circumstances, our advice may include the following:.

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The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. McPherson Investment Consulting Pty Ltd provides financial planning services to our clients. We tailor our services to meet the specific needs of our clients, providing the expert advice required to address lifestyle and financial goals. We aim to provide our clients with superior financial outcomes. Depending on individual circumstances, our advice may include the following:.
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McPherson Investment Consulting: Home | investmentconsulting.mcphersonassoc.com.au Reviews

https://investmentconsulting.mcphersonassoc.com.au

The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. McPherson Investment Consulting Pty Ltd provides financial planning services to our clients. We tailor our services to meet the specific needs of our clients, providing the expert advice required to address lifestyle and financial goals. We aim to provide our clients with superior financial outcomes. Depending on individual circumstances, our advice may include the following:.

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investmentconsulting.mcphersonassoc.com.au investmentconsulting.mcphersonassoc.com.au
1

McPherson Investment Consulting: Common Forms and Information

http://investmentconsulting.mcphersonassoc.com.au/Common-Forms-and-Information-pg11324.html

The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. Common Forms and Information. We have provided you with a collation of common forms and information. These documents are available for download in pdf format. To view a pdf document you must have Adobe Acrobat Reader. If you do not have this software, you may click here. To download it for free. Please feel free to contact us. Client Data Collection Form. Client Data Collection Form - Insurance.

2

McPherson Investment Consulting: News

http://investmentconsulting.mcphersonassoc.com.au/News-pg11322.html

The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. This July we celebrate our 15 year anniversary! 2016 McPherson Group Disclaimer. Back to McPherson Group Home Page. Web Design by Excite Media.

3

McPherson Investment Consulting: Disclaimer

http://investmentconsulting.mcphersonassoc.com.au/Disclaimer-pg11501.html

The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. Please read the following disclaimer before using this website. This website is owned and operated by McPherson and Associates Pty Ltd ABN 15 087 681 561. Use of this website in any form indicates that you accept the terms set out here. If you do not accept these terms, please do not use this website. These terms and conditions may change at any time, without prior notice. This website is not intende...

4

McPherson Investment Consulting: Office Location Brisbane

http://investmentconsulting.mcphersonassoc.com.au/Office-Location-Brisbane-pg11424.html

The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. Office location and transport details. How to get to our office? McPherson Investment Consulting, McPherson Estate Administration and McPherson Super Consulting are located on Level 6 of 500 Queen Street, Brisbane. Catch a taxi to the address above. Ferry or City Cat. Most Brisbane City Bus Routes servicing the CBD have Bus Stops located along Ann Street, Adelaide Street or Eagle Street. Other bu...

5

Admin Area

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LINKS TO THIS WEBSITE

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McPherson Super Consulting: Pensions

http://superconsulting.mcphersonassoc.com.au/Pensions-pg11335.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. We offer a range of services to assist accountants/trustees in providing for the payment of a pension from a self managed superannuation fund. Advising on pension issues. Documenting commencement of an account based pension. Documenting commencement of a market linked pension. Documenting commencement of a Transition to Retirement Income Stream. Advising on Pension Issues. Documenting Commencement of an Account Based Pension.

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McPherson Super Consulting: Commonly Requested Forms & Info

http://superconsulting.mcphersonassoc.com.au/Commonly-Requested-Forms-Info-pg11355.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. Commonly Requested Forms and Info. We have provided you with a collation of the most essential forms and information sheets. These documents are available for download in either word or pdf format. To view a pdf document you must have Adobe Acrobat Reader. If you do not have this software, you may click here. To download it for free. Please feel free to contact us. Capital Gains Tax Cap Election. When rolling over superannuati...

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McPherson Super Consulting: Training

http://superconsulting.mcphersonassoc.com.au/Training-pg11339.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. We offer a range of training options for accountants, auditors, financial planners and other advisers. Our aim is to provide a complete educational framework for the development of superannuation skills within your organisation. Both small and large groups can be catered for, or even one-on-one. Sessions can be held in your offices or in ours. Click here for details of our training topics. 2017 McPherson Group Disclaimer.

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McPherson Super Consulting: Consulting

http://superconsulting.mcphersonassoc.com.au/Consulting-pg11332.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. We can provide assistance to you on all superannuation related matters. Our advice is practical and hands-on, based on our extensive experience in the accounting, taxation and financial planning aspects of superannuation. Our range of services includes:. Queries on compliance with superannuation legislation including. Tax deductibility of contributions. Eligibility for benefit payments. Taxation of benefit payments. Back to Mc...

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McPherson Super Consulting: SuperTech + Support

http://superconsulting.mcphersonassoc.com.au/SuperTech-Support-pg11338.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. Our SuperTech Support service provides assistance to your firm on superannuation related issues. This service includes a subscription to SuperTech and telephone support. Click here for a complete listing of the services included and costings. Click here to download a printable form. Alternatively, a subscription to our SuperTech newsletter only is available. Click here for costings and details. 2017 McPherson Group Disclaimer.

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McPherson Super Consulting: Deed Order Form

http://superconsulting.mcphersonassoc.com.au/Deed-Order-Form-pg11415.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. Establishment of a SMSF online submission form:. Full Name of Fund. Must be either a Company or two (2) Individual Trustees *. Full Name of Director. Full Name of Director. What is the relationship between the members/trustees? Do you require a paper copy of the ABN Registration Form? Please provide your full contact details. Firm Postal Address *. Trust Deed needed by *. Please copy the security code below before sending: *.

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McPherson Super Consulting: SMSF Admin Kit

http://superconsulting.mcphersonassoc.com.au/SMSF-Admin-Kit-pg11337.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. Our SMSF Admin Kit is a practical guide for use by accountants administering ATO regulated superannuation funds. First published in 1999, our SMSF Admin Kit remains the only one of its type on the market. An outline of what is a Self Managed Superannuation Fund including common misconceptions and what restructuring is required when circumstances change. A detailed outline of when a fund is eligible to accept contributions.

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McPherson Super Consulting: Fund Administration

http://superconsulting.mcphersonassoc.com.au/Fund-Administration-pg11334.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. Click here for further details on the advantages and disadvantages of self managed funds. Click here if you would like to establish a self managed fund. Click here to download the ATO's guidebook for trustees of self managed funds. What is a Self Managed Fund? What is Fund Administration? All superannuation funds are required to prepare Financial Statements, an Income Tax Return and a Regulatory Return each year. An indepe...

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McPherson Super Consulting: Subscribers Area

http://superconsulting.mcphersonassoc.com.au/Subscribers-Area-pg12651.html

Commonly Requested Forms and Info. Privacy Policy - Update. Send Us a Message. Please enter your SuperTech login details below. Benefit Payment Kit Login. Please enter your Benefit Payment Kit login details below. SMSF Admin Kit Login. Please enter your SMSF Admin Kit login details below. 2017 McPherson Group Disclaimer. Back to McPherson Group Home Page. Web Design by Excite Media.

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McPherson Investment Consulting: Home

The Financial Planning Process. Common Forms and Information. Privacy Policy - Update. Send Us a Message. McPherson Investment Consulting Pty Ltd provides financial planning services to our clients. We tailor our services to meet the specific needs of our clients, providing the expert advice required to address lifestyle and financial goals. We aim to provide our clients with superior financial outcomes. Depending on individual circumstances, our advice may include the following:.

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