Superannuation is an effective vehicle to build your wealth for retirement in Australia. While superannuation assets are growing in Australia, so too are self-managed superannuation funds (SMSFs), with more than 620,000 in Australia today.
Whether you’re an existing SMSF Trustee or seeking greater control and flexibility over your retirement plans by moving to an SMSF, we’re here to help. Due to changes in legislation, advice on superannuation must be provided a licensed advisor.
We have a team of specialists and licensed advisors who can help you navigate the complex and ever-changing superannuation laws and legislative changes, to ensure your superannuation is consolidated in a high-performing fund with investments that are aligned to your retirement goals and risk profile, maximising your savings for retirement. We assist thousands of SMSF Trustees with their administration and compliance obligations, including annual accounting, reporting and tax. We seek to identify potential opportunities and develop innovative new strategies for our clients.
We also assist many accountants and other professional advisors on technical superannuation matters.
How we can help
- Superannuation, retirement and estate planning
- Providing strategies to optimise wealth transfer into superannuation from companies, trusts and individuals
- Investment strategies and portfolio management of superannuation assets
- Advising whether potential asset purchases and other transactions are allowable in superannuation, including property.
- Transferring overseas retirement benefits into Australia
- SMSF establishment and structuring
- Assisting SMSF Trustees with SMSF accounts, tax returns, pension documentation and other superannuation related paperwork
- Assisting other professional advisors to provide technical advice to their clients