Empowering you to live a financially confident life

 

 

Looking to secure your financial future?

At Professional Wealth Services, we help our clients feel confident about their financial future. Our goal is to partner with our clients and empower them to live their lives with financial confidence.

We do this through a highly collaborative process that recognises the unique circumstances, life stage and goals of our clients, delivering holistic and robust financial strategies, making aspiration a reality.

Services

Investment

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INVESTMENT

Retirement Planning

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RETIREMENT PLANNING

Self Managed Super Funds

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SELF MANAGED SUPER FUNDS

Family Succession

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FAMILY SUCCESSION

Aged Care

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AGED CARE

Family Protection

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FAMILY PROTECTION

News & Insights

SMSFs, employee share schemes & NALI

SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.

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What our clients are saying

Naomi from Professional Wealth Services, has given me feedback on my superannuation products and advice on planning for the future. Naomi is always able to explain things to me in a clear way. Through Naomi’s knowledge and experience, I feel very confident that her management of my portolio is right for my needs. I always receive Naomi’s full care and attention when I need it.

Nicola

Don has given me advice on consolidating and managing my superannuation as well as protecting my income to provide financial security and peace of mind. I’m extremely confident in his knowledge and experience and have tested him during our meetings to ensure my needs are being thoroughly considered in the investment strategy. I’d recommend him or PWS to anyone looking for tailored expert financial advice.

Beth

I don’t hesitate in recommending Yosha. He has not only sorted out our financials for the future but continues to educate us in the why of the whats. This has enhanced our confidence to be more involved in developing our assets and to be asking ‘where to next?’. Yosha’s friendly demeanor and endless patience are assets in themselves, and his advice is thorough and complete.

Kristi

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Professional Wealth Services Pty Ltd

ABN: 58 174 609 776

PWS is 100% owned and operated by its advisers, staff and management.

Australian Financial Services Licence No. 312047

 

 

 

ADDRESS

 

Suite 3, Level 25,         

100 Miller Street

(Northpoint Tower)

North Sydney NSW 2060

 

PO Box 1815

North Sydney NSW 2059

 

 

 

EMAIL

PHONE