Superannuation

With the recent changes to the legislation governing superannuation and retirement, there are a number of great tax planning opportunities.

We can assist you with:

• Reviewing the appropriateness of a self managed superannuation fund in your circumstances
• Setting up a self managed fund including all the statutory registrations
• Selecting the appropriate life insurance and getting a tax deduction for it
• Compliance, including financial planing advice (outsourced to a trusted and registered financial planners), financial reporting, member statements, tax returns and audit
• Retirement strategies and pensions
• Estate planning and related opportunities