Self-managed superannuation fund
SMSFs are becoming increasingly popular, offering more flexible investment options and greater control over retirement and estate planning in a tax-effective environment. Setting up an SMSF requires careful planning and adherence to regulatory requirements. Our 'super' team can help you establish an SMSF and explain your obligations and responsibilities as a trustee.
Our SMSF services include
- Full suite of specialist compliance services to assist with annual financial and taxation reporting obligations
- Advice in connection with legislative changes specific to superannuation
- Advice around the types of investments an SMSF can make
- Calculation of minimum pension requirements
- Advice relating to the taxation implications of contributions
- Review of any potential compliance issues and provision of rectification solutions
Our SMSF team manage all of these services. The wealth management team can provide holistic wealth management advice, with expertise in superannuation, investments, retirement planning, estate and succession planning, tax, risk management and insurance.
Insights
As the end of the financial year approaches, it's important to review your superannuation strategies and ensure you are maximising the benefits.
Here’s a quick checklist to help you navigate this crucial period:
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Perth
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Sydney
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Luke Kelly
Senior Financial Adviser
Sydney, Newcastle