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
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