Self-Managed Super
The sooner you set goals for retirement the more likely you are to achieve them. Self Managed Superannuation Funds (SMSFs) are a tax effective way of saving money for your retirement. Find out more…
Flexibility with a SMSF
A SMSF offers a wide range of benefits, including:
- Control over planning your financial futureTailored investments to suit your goals
- Superannuation Funds have a maximum tax rate of 15%
- Income and capital gains will only be taxed at 15%
- Be in control of all key decisions and yet still take advice from specialists.
We can help meet your goals for retirement by:
- Setting up your self-managed superannuation fund
- Keeping you in line withthe SIS ActProviding taxation and audit services
- Planning your estate and retirement
- Preparing of annual financial statements
- Maintaining all relevant records
- Maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
- Attending to all taxation obligations