With the Government encouraging us to take responsibility for our financial retirement goals, we increasingly need consider our superannuation options. We can give advice on retail funds, self-managed super funds, organise rollovers and ensure employers are meeting their obligations.
A self-managed super fund (SMSF) is a means of planning for retirement. With a SMSF, you control your investment strategy and administration costs, and because superannuation law is a delicate area, you’ll need expert advice.
We are superannuation experts and we can establish a fund that’s right for you, so you can reach your financial retirement goals.
Services and advice we offer include:
- Establishment of SMSFs
- SMSF Audits
- Salary Sacrifice arrangements
- Transition to retirement pensions
- Retirement pensions
- Annual Trust Deed updates