superannuation


 

An area of consideration for all our clients, not only those nearing retirement, is superannuation,
which can set our clients up for the future.


Tate Partners Wealth Management is an authorised representative of Merit Wealth Pty Ltd.

Through this partnership your advisors can provide you with strategic tax advice to maximise superannuation benefits at retirement and assist with other key services including:


•     Self-Managed Superannuation Fund advice; and
•     Establishment of a Self-Manager Superannuation Fund.

 
 

Your Advisors

t    +613 9468 2700

f    +613 9419 6866

e   jeid@tatepartners.com.au

a   Level 2
112 Wellington Parade
East Melbourne VIC 8002

p    po box 238
east melbourne 3002

Joseph Eid

Joseph Eid is Limited Authorised Representative 1267677 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

t    +613 9468 2713

f    +613 9419 6866

e   adunn@tatepartners.com.au

a   Level 2
112 Wellington Parade
East Melbourne VIC 8002

p   po box 238
east melbourne 3002

Amie Dunn

Amie Dunn is Limited Authorised Representative 1253951 of Merit Wealth Pty Ltd, Australian Financial Services

 

Tate Partners Wealth Management Pty Ltd atf TPWM Trust AFSL 1267367 is a corporate authorised representatives of Merit Wealth PtyLtd ABN 89 125 557 002 AFSL 409361.

Privacy Statement

Tate Partners Wealth Management as a representative of Merit Wealth Pty Ltd, does not provide taxation services or act as tax agent. All taxation advisory and agent services are provided by Tate Partners Accounting & Advisory. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information



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