About Rogerson Kenny Financial Services Pty Ltd
Rogerson Kenny Financial Services Pty Ltd was formed on the 6th April 2015 to comply with legislative changes occurring in the financial services industry relating to accountants providing advice to Self Managed Super Funds from 1 July 2016. The Financial Services Reform Act 2001 introduced a licensing requirement for all finance sales, advice and dealings in relations to financial products. An exception has existed in the Corporations Act 2001, allowing accountants to provide advice in relation to the setting up, winding down, operation, structuring or valuing an SMSF. This regulation will be repealed from 1 July 2016 and a limited license must be held by an accountant to contribute to provide such advice.
Rogerson Kenny Financial Services Pty Ltd is an Authorised Representative of SMSF Advice Pty Ltd with is a subsidiary of AMP. SMSF Advice is a licensee designed for accountants and in partnering with them, we receive resources, assistance and ultimately can draw on their IP on the financial services industry.
Rogerson Kenny Financial Services Pty Ltd have an affiliation with Rogerson Kenny Business Accountants, allowing us to offer Financial Advice in conjunction with your Accounting, Taxation and Self Managed Superannuation administration and audit needs.
Mark Rogerson, Director of Rogerson Kenny Financial Services Pty Ltd has been providing Self Managed Superannuation services since 2006. Mark is an accredited SMSF Specialist Advisor with the SMSF Association, holds a Diploma of Financial Planning, is a CPA and has completed a Professional Certificate in Self Managed Superannuation Funds with the University of Adelaide.
Mark has developed a level of trust with his clients through their Accounting and Self Managed Superannuation dealings, and see’s the next step into Financial Advice as one which can further enhance his relationship with clients.
Brett Kenny, Director of Rogerson Kenny Financial Services Pty Ltd, is a CPA, ICAA Fellow, an accredited SMSF Specialist Advisor with SMSF Association, a Registered Tax Agent and holds a Diploma of Financial Planning.
Brett has been providing trusted accounting, taxation and superannuation advice and is excited about the next step into providing Financial Advice to his clients.
Mark and Brett can provide advice on the following areas:
- Establishment and winding up of Self Managed Super Funds
- Pension and Contribution Strategies
- Retirement projections
- Estate Planning
- Limited Recourse Borrowing Strategies (borrowing with a SMSF)
- Asset Allocation
- Business Real Property transferring into SMSF advice
- Succession and intergenerational strategies
- Investment Strategy preparation
- Re-Contribution Strategies
Rogerson Kenny Financial Services Pty Ltd A.C.N. 605 330 434 is an authorised representative of SMSF Advice Pty Ltd ABN 11 074 225 353. Australian Financial Services Licensee License Number 234664.Privacy Statement