We navigate the complex world of superannuation compliance and laws to determine the best strategy for your SMSF.
If you’re considering setting up and structuring an SMSF, acquiring property using borrowings from a limited recourse loan or looking to minimise tax repayments on your super, we can help.
We have developed expertise in assisting clients create long-term superannuation strategies with a view to creating wealth and reducing tax, so you have more in your pocket during retirement.
We prepare financial statements and annual returns, file all regulatory returns and facilitate all audit requirements through an external auditor.
We also assist clients in all tax planning aspects of SMSFs including contributions tax, tax planning and the establishment and statutory requirements of superannuation-based allocated pensions upon retirement or in transition to retirement (for people over 55 years).
In order to ensure your retirement goals are achievable, on track and that you comply with all relevant super laws, we always recommend seeking the advice of an experienced and independent financial planner in partnership with a specialist accountant.