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For most people in Australia, superannuation will be the main source of funding for their retirement. With an increasingly complex and constantly changing superannuation and tax system, it is important to understand how the superannuation system operates and how to take advantage of opportunities to maximise tax benefits.

We advise employers in meeting their superannuation guarantee obligations, and advise employees as to their superannuation entitlements, in particular from a salary packaging perspective.

We deal with self-managed superannuation funds (SMSFs) and provide the following services:

  • •  establishment of SMSF, including corporate trustee
  • •  annual income tax return preparation and lodgement
  • •  annual financial statement preparation in accordance with legislative requirements
  • •  general advice in relation to superannuation contribution limitsGoods and Services Tax
  • •  general advice in relation to pensions and lump sum payments

Please note that in accordance with the Independence guidelines of superannuation legislation in Australia, we do not audit SMSFs and use a number of carefully chosen suppliers to undertake this service. We ensure that all suppliers have appropriate experience and qualifications to audit your SMSF.

Whilst we are able to provide general advice in relation to superannuation we choose to leave more complex issues to the experts. We have partnered with several preferred financial advisors who can provide specific advice in respect of your SMSF and superannuation benefits and ensure that your financial and lifestyle objectives are achieved.

Note: We do not receive any commission or any form of monetary payment from our preferred financial advisors. The financial advisors we have chosen are preferred because we are confident that they can provide you with the best possible advice, service and value available in the market.