Tel: 08 9370 3887   |   08 9272 7272   |   08 9371 9388
OUR FINANCIAL SERVICES
OUR FINANCIAL SERVICES
Our Services Include:

Merit Wealth Authorised Representatives

Raymond K. H. Ho & Associates Pty Ltd ABN 65 107 355 448 is a Corporate Authorised Representative (ASIC No. 1240194) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

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Email: contact@meritwealth.com.au Tel: 1300 785 611

Our Directors Mrs Donna Van Kleef (AR No.1240355) and Miss Phyllis Tam (AR No.1240191) are Authorised Representatives of Merit Wealth Pty Ltd.

We also offer tax planning advice. This includes advice on tax structures, small business capital gains tax exemptions as well as estimates on future tax payable based on facts provided to us for your individual situation. Using this information, we can help plan and manage your future tax liabilities whilst also providing you with the best scenario to minimize your tax liabilities legally.

Mrs Donna Van Kleef: Authorised Representative Number 1240355 of Merit Wealth Pty Ltd – FSG

Donna Van Kleef has been working in the accounting and financial services industry since 1997. As a Director of Raymond K. H. Ho & Associates Pty Ltd, she has been providing advices on taxation, accounting, business planning, Superannuation and Self-Managed Superannuation Fund since 2003.

Miss Phyllis Tam: Authorised Representative Number 1240191 of Merit Wealth Pty Ltd – FSG

Phyllis Tam has been working in the accounting and financial services industry since 1991. As a Director of Raymond K. H. Ho & Associates Pty Ltd, she has been providing advices on taxation, accounting, business planning, Superannuation and Self-Managed Superannuation Fund since 2003.

After considering client’s individual objectives, financial situation and needs, both of our
in-house Authorised Representatives are authorised to advise clients on the following:

  • Financial advice on the set up or wind up of Self-Managed Superannuation Funds (SMSF).
  • Making contributions to Superannuation or the payment of benefits from Superannuation.

Our Services Include:
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