Paul Gerard Maher

Name: Paul Gerard Maher
ID: 1248820
ABN: –
First Provided Advice: 2016
Restrictions: Provide personal advice on the establishment,structuring,retention or termination of an SMSF. Provide personal advice on a basic deposit product to the extent that they are necessary to set up an SMSF (e.g. to recommend and establish an appropriate cash account for a new SMSF). Provide strategic advice on: Contribution levels and contribution types Allowable minimum and maximum pension levels Lump sum withdrawals Transition to retirement income stream strategies. Provide general advice on: Consolidation of existing superannuation funds. Moving from accumulation to pension phase of Superannuation. The types of insurance cover that are applicable and might be appropriate. The asset classes and product types which may be used within an SMSF

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