Super Funds

Our Approach

We have always been advocates of investment through tax advantaged superannuation as a supplement to other investments – e.g. in the family home, other property and equities.  It is important that a long term approach be adopted to gain through compounding growth, leading to the ultimate tax free payment of pensions and lump sums – i.e. a win-win situation with tax deductions, low tax rate and tax free when accessing the fruits of investments on retirement.

Superannuation is an increasingly complex, ever changing area which demands a support team with accumulated knowledge and skill.  We can accompany you on a journey from set up to accumulation, to transition to retirement, then life-long pension stage.

We predict that in the next couple of decades funds with several million in assets will be commonplace and we want you to be part of this future.

We offer a complimentary interview and review of your fund’s financial statements for a different perspective.  We want you to have peace of mind throughout your journey.

Our Culture

We believe that quality and integrity are the platforms for servicing our clients’ interests.  We say it is not “about us”, rather it is “about you”.

Our Experience

Our experience in accounting, taxation and compliance for super funds enables us to offer flexible solutions and advice regarding:

  • Establishment of self-managed funds
  • Incorporation of corporate trustees
  • Financial statements and taxation returns
  • Members’ statements
  • Investment strategies and reports
  • Trustee minutes and other relevant documentation
  • Commencement of pensions
  • Contributions
  • Reversionary pensions
  • Lump sum withdrawals
  • Conversion from accumulation to pension phase
  • Withdrawal and re-contribution strategies
  • Arranging actuarial certificates
  • Minimum/maximum pension calculations
  • Centrelink liaison and reporting

Also, we subscribe to super fund specific software designed to track members’ balances, both taxable and tax-free components and distinguish between the various contributions.

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