Superannuation
Superannuation can be the biggest long term investment that we all make
Superannuation can be the biggest long term investment that we all make. It can also be a minefield!!! Many of our clients find it challenging to understand the complexities of superannuation and it can be difficult to stay across the constant changes and updates to legislation.
We long ago recognised the growth in the Superannuation industry and have established a dedicated team that specialises in Superannuation.
Our team consists of:
Our team have completed the required training and can advise the most effective way to manage superannuation, for your employees and yourself, whether that be through an industry or private fund or through a self-managed superannuation fund.
How we can help your team:
- We can liaise with our professional colleagues in the financial planning area who can assist you in setting up Employee funds
How we can help you:
- We can review your current superannuation portfolio including insurances to ensure you are appropriately covered
- With the help of our expert associates, we can provide advice on the performance of the fund, the type of investments, fees
- Look at alternatives if appropriate
We offer the following services for SMSF:
- SMSF Setup, and annual accounting and taxation requirements
- Assistance with borrowing provisions
- SMSF Annual Audit by an approved SMSF Auditor
- SMSF Tax Advice
- Liaison with Financial Planner…