The type of clients attracted to Bloom Financial Advice usually wish to establish a Self-Managed Superannuation Fund (SMSF).

For all clients we manage the requirements for the SMSF and act as the mail house for all correspondence ensuring that owning a SMSF is seamless. We work with a specialist SMSF Accounting and Audit firm who are responsible for the preparation and lodgement of the tax return and audit.

This is general advice only and is not a recommendation for your personal circumstances.

Bloom Financial Advice Level 7, 333 Collins Street Melbourne, VIC 3000
David Willis, Authorised Representative, & Bloom Financial Advice Pty Ltd ATF Bloom Financial Unit Trust, Corporate Authorised Representative,
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