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.

Self-managed superannuation

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
  • Compliance
  • Salary Sacrifice arrangements
  • Transition to retirement pensions
  • Retirement pensions
  • Annual Trust Deed updates

Talk to us today

Blanche Chan | Client Services Manager
Phone 02 9503 1100
Email blanche@mooncunningham.com.au