As the Government encourages Australians to take responsibility for and reach their financial retirement goals, we are repeatedly required to deal with Superannuation funds.
Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannution law is a delicate area and personalised planning is required for each individual. We can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.
Services we offer include:
- Establishment of Self Managed Superannuation Funds
- Superannuation Audits
- Advice concerning Compliance Matters
- Advice concerning Taxation Benefits
- Advice on Employer obligations
- Investment selections and on-going monitoring of those investments
- Facilitate the creation and implementation of the investment strategy, together with its on-going review
