Glenister & CVo Superannuation Services



 

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Introducing a New Dawn for SMSFs

In light of the Financial Service Reform Act it is vital for Financial Planners and Accountants to understand the impact on Self Managed Super Funds on Estate Planning.

Grant Abbott, SMSF Strategies Advisor Network

There's only one lawyer endorsed by SMSF Strategies Advisor Network.

Ian Glenister, Principal of Glenister & Co is one of the first lawyers in Australia to become a SPAA Accredited Specialist SMSF Advisor.

"An estate plan is a fundamental component inside a self managed superannuation fund ("SMSF") and is the one most often neglected by advisors to trustees and members of SMSFs. To date there are few lawyers who have a good understanding of estate planning and superannuation

SMSF Advisor Network recommends that its Network Advisors give considerable attention to their clients’ estate planning.

There are only a few practising lawyers that have specialist knowledge in this area.

As we are often approached for referrals to an estate planning lawyer we formed an alliance with Ian Glenister of Glenister & Co to fill that niche. Ian's consulting methodology ensures caring and professional service that enable clients to feel comfortable in the knowledge that their needs are taken care of in the context of their own SMSF.

As a member of the SMSF Advisor Network Ian is ensuring that he remains at the top of his game in the provision of SMSF advice In the near future the SMSF Advisor Network will launch a formal alliance with Ian and his firm."

16th February, 2007.
Grant Abbott.
Principal of SMSF Strategies Advisor Network

In addition to estate planning Glenister & Co provide comprehensive advice in the areas of;

  • SMSF investment strategies and structuring
  • The provision of SMSF Trust Deed services
  • All other SMSF related matters
  • Complex Wills and Estate Planning
  • Death Benefit Rules and Binding Death Nominations

    DISCLAIMER
    Please note that this information should not be relied upon for decision making or providing advice without seeking expert opinion. Glenister & Co exclude all liability relating to relying on this information.

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