Our superannuation management
of SMSFs helps Sydney clients
from all walks of life.
We provide you with greater control over your superannuation by providing you with expert advice which will help you to get the most out of your self-managed superannuation fund. Through greater control over your funds, you will enjoy benefits such as:
- greater flexibility
- more investment opportunities
- more pension options at retirement
- better tax planning
- investing in instalment warrant products
If you are just establishing your self-managed superannuation fund, our team can assist in setting up the fund, establishing trustees and organising the trust deeds. We will help you to manage the ongoing requirements of a self-managed superannuation fund through the production of financial statements, tax returns and regulatory returns. In addition, we will perform annual audits and produce member contribution statements.
As well as this, we will develop strategies through our superannuation management to convert your superannuation fund to the pension phase in the most tax-effective way possible.