Superannuation

Superannuation is an extremely popular and attractive tool for tax efficient wealth accumulation but can appear complex and demanding. Our specialist advisors can assist in all aspects of superannuation including self managed funds, benefit and taxation advice as well as superannuation audit and assurance services.

Self managed superannuation funds ('SMSFs') offer a tax efficient vehicle to accumulate wealth and allow clients a greater level of control over their retirement investments. We can assist trustees in meeting their compliance obligations to ensure this efficiency is maintained and the significant opportunities in the superannuation environment are available to be utlised as part of an overall, efficient retirement strategy.

Our services include advice and assistance in establishing a SMSF, on-going accounting and taxation services for the fund, specialist advice on technical regulations, compliance and financial audit services and fund secretarial administration.

We are also able to assist employers and corporates with superannuation issues including superannuation guarantee obligations, choice of fund rules and remuneration packaging options amongst others.

In conjunction with our overall Business Advisory services, we can advise on the integration of superannuation into on-going taxation planning, succession, retirement and estate planning to take advantage of the unique opportunities and benefits available to clients with a carefully considered strategic plan.