Superannuation

Self-Managed Superannuation Funds (SMSF) are a real alternative to many investors because they allow more control over your superannuation assets and more flexibility with investments.

Whether you are a retiree wanting to implement a retirement income strategy or you are still working and accumulating your superannuation asset for retirement, with the assistance of a trusted external financial planner we offer you peace of mind that your SMSF is well managed.

They can provide:

• Complying SMSF strategy advice
• SMSF planning, establishment and registration
• SMSF administration including update to deeds, changing members and trustees
• Retirement planning
• Pension allocations and administration
• Lodgement of your Income Tax Returns and annual audit

Superannuation is now the most important financial vehicle for retirement savings. Investments held within a complying SMSF receive concessional tax treatment, ensuring maximum retirement benefits are accumulated.