Self-Managed Superannuation

We know how important it is to ensure you maximize your superannuation when you can. With close knowledge of your business, we can identify the best opportunities for your super.

We have a strong background in self-managed super, enabling us to provide you with timely and accurate reporting on your fund’s performance.

We use market leading software that can give you accurate and timely reports as and when required and to meet your stringent compliance obligations as a trustee of a self managed superannuation fund including:

  • Administering your fund throughout the year.
  • Preparation of financial statements.
  • Preparation of income tax returns.
  • Preparation of member statements for each member detailing their respective entitlements in the fund.
  • Facilitate the audit of your fund.
  • We can help you as much as you need.

Estate Planning

It is crucial for you to ensure you build and structure your business to meet your family needs and to plan for retirement. We work closely with your solicitor and financial planner to align your business goals with your retirement and estate planning needs.

We can assist with identifying your unique family situation and help build an estate plan that will look after the needs of your family in the future. These include:

  • Help determine the wealth you need to build in order to meet the needs of your retirement.
  • Work with you to build that wealth and call on the services of a financial planner where required.
  • Understanding your family and their needs.
  • Determine your intentions as to where your assets are to go.
  • What assistance your family may require in managing these assets and or your business.
  • Assist your solicitor in documenting your wishes and endeavour to ensure they are carried out when you are gone.