Fintech SMSF Accounting now operates exclusively providing SMSF accounting services, meeting ATO regulatory requirements utilising an in-house qualified accountant and an external registered auditor.
Fintech Financial Services Pty Ltd (Fintech) was formed in 2011 to operate a privately owned Australian Financial Services Licence (AFSL), and to provide a Managed Discretionary Accounts (MDA) structure for clients. The benefit of this structure includes that clients are the beneficial owner of each underlying share and investment in their portfolio. The structure is transparent, tax efficient and competitive to provide for the long term “future of financial advice” for clients. Fintech has mandated a leading investment manager and research house to construct and manage high quality portfolios across Australian Direct Shares, Global and Emerging Market ETFs, Property ETFs, Bonds, Term Deposits and Cash, called “Fintech Private Portfolios”. Seven portfolio asset allocation options have been cleverly designed to match client risk profile needs. Clients can logon anytime to a secure website to view their portfolios, underlying investments and reporting options.