Did you know there is over $2 trillion sitting in superannuation funds? Are in you in control of yours? It’s a complex area that is constantly changing in policies. We assess the opportunities available for you and your situation, and then devise the most tax effective solution. The administration and compliance factors can be taken care of too. Allow your investments to work harder towards your retirement.
SUPERANNUATION / RETIREMENT SERVICES
Making the most of your hard earned dollars.
What services do we cover under Superannuation and Retirement?
- Establishment of SMSF which will Include SMSF trust deed
- Administration service
- Help with compliance of an SMSF
- Accounting and taxation required for your SMSF
- Pension administration
- Annual independent audit
- SMSF Borrowing – Limited Recourse Loan Arrangements
- Change of Trustee/Member
- Fund Windup
- Compliance Breach
Testimonial for Superannuation and Retirement
I’d estimate we are now saving well over $10,000 every year following advice from Mark and his team and utilizing the tax benefits of superannuation. Which makes a big difference to our lifestyle during our retirement years and helps fund an extra holiday every year! One strategy alone has helped us take advantage of carried forward tax losses and available franking credits in our Company to help gain this important tax advantage as we transition into retirement. Our financial affairs are now much better structured with the majority of our wealth being held in a more tax effective structure during our retirement. This has been one of the best decisions we have made. I highly recommend Mark and the team and have always found them to be highly professional and efficient in their approach.