Superannuation and Self-Managed Super Funds

For most Australians, superannuation will be the major source of income in retirement and is one of the most tax-effective ways to build your financial assets. 

While there are many strategies to consider when building your superannuation, the key is to start planning as early as possible so that you can maximise the opportunities offered by:

• Salary Sacrifice

• Concessional and Non-Concessional Contributions

• Super Splitting

• Government Co-Contributions

• Transition to Retirement Strategies

A Self-Managed Superannuation (SMSF) may be more appropriate in certain situations and provide greater control and the ability to invest in different assets. Whether you already have a SMSF or are considering setting one up, we offer specialised support services which can be tailored to suit your needs including:

• Assistance with administration and compliance, including tax returns, financial statements preparation and lodgements

• Facilitating annual independent audit

• Fund and trust deed establishment

• Transfer of existing funds

• Pension establishment

• Investment advice, including owning property in your SMSF

• Tax and strategic advice

• Advice in using the SMSF to purchase a direct residential or commercial property