Superannuation

Self-Managed Superannuation Funds (SMSF) is a fast growing sector which offers effective long term wealth accumulation in a protected environment. We offer accounting and income tax advice on SMSF and on funds managed by other institutions.

We also undertake a full financial and compliance audit which is updated annually for changes to the legislation.

• We can advise and assist you in matters such as: Establishing a self-managed superannuation fund
• Determining the optimum level of annual contributions to suit your needs
• Projecting future retirement benefits
• Advising on proposed strategies or actions and whether they are permitted under Superannuation and Taxation law
• Advising on income strategies for your retirement
• Preparation of required documents for pensions and related matters
• Advice to rectify breaches of the superannuation law through improper actions, thus minimising the penalties that may be applied
• Advice regarding linking Superannuation and Estate Planning issues
• Preparing superannuation valuations, for example in cases of marriage breakdown
• General specialist superannuation advice