Superannuation

The government encourages us through superannuation to take responsibility for our retirement saving by providing various taxation concessions on contributions made to and income and capital gains made by superannuation funds.

Self-Managed Superannuation Funds

A self-managed superannuation fund allows you to control your investment strategy and reduce tax. Given the complexity of the superannuation law, maximising your benefits from self-managed superannuation requires expert knowledge of the provisions combined with a personalised plan.

We are superannuation experts and, if appropriate, can assist you to establish a self-managed superannuation fund and plan to enable you to reduce tax and maximise your retirement savings.

Our Services 

Our superannuation services include: 

  • Establishment of self-managed superannuation funds;
  • Preparation of Financial Statements and Income Tax Returns for self-managed superannuation funds and arranging for fund audits;
  • Advice on compliance matters;
  • Advice relating to taxation benefits of superannuation;
  • Advice on and preparation of documentation relating to lump sum and pension payments;
  • Advice on employer obligations.
  • If necessary, referral to financial planners for any financial advice.

Make an appointment to see us to obtain expert advice and assistance on effectively using superannuation to meet your retirement needs.

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