Meet Nicole, our SMSF Team leader, who has been a valued member of the AM Advisory family for over 5 years. With more than 12 years of accounting experience, including 7 years in corporate accounting, Nicole now leads a team of four accountants and oversees the SMSF division supporting over 150 superfunds. Her role spans technical review, team development, SMSF compliance, audit coordination, and year-round client support. Nicole is known for her attention to detail, clear communication, and her
Meet Nicole, our SMSF Team leader, who has been a valued member o…
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FacebookAM ADVISORY.
🌟 Is a Self-Managed Super Fund (SMSF) Right for You? 🌟 Lately, we’ve had many clients ask about setting up a self-managed super fund — often to buy property and use it as a key part of their retirement wealth strategy. While an SMSF can offer flexibility and potential tax and investment benefits, it’s not the right choice for everyone. When done incorrectly, it can actually harm your retirement savings. Here are a few important things to keep in mind 👇 ✅ SMSFs aren’t for everyone — they requi
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