Regardless of the stage in life you are at, it is important to be aware of your superannuation and what it can do for you in the future. We assist our clients in taking control of their superannuation and aligning it with their future lifestyle goals. Our services include assistance and guidance in regards to:
SMSF
tax returns
pension income
savings and investments
estate planning
planning for retirement
In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, Radford Financial Advisory Services (QLD) Authorised Representative No 124 7493 has chosen to be authorised through the SMSF Advisors Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA). SMSF Advisers Network Pty Ltd AFSL No. 430062 ABN: 64 155 907 681
When checking through your transactions, you might come across a transaction that doesn’t look right. If this is the case, you should get into contact with your bank as soon as possible.Â
An unauthorised transaction: Money transferred from your account without your permission
A mistaken transaction: Paying the wrong person by using the wrong details
Here are the signs to look out for to identify unauthorised or mistaken transactions:
Persons or companies whose names you do not know
Cash withdrawal from a place you have never beenÂ
Transaction date you don’t recognise
Payment that has doubled up
But keep in mind:
Transactions can take days to show up – they are not always immediate
Name of a shop or restaurant might not match the bank statement (they may have a different trading name which you can verify online)
