Self Managed Superannuation Funds are a specialist area that we have been advising clients for many many years.
The area of superannuation is an increasingly complex and strongly regulated environment. Our firm has a wealth of experience in the SMSF sector and can assist clients to maximise their retirement nest eggs while meeting all ongoing regulatory requirements and ensuring the minimum amount of tax possible is paid.
Understanding taxation and regulatory compliance complexities, we provide insight and technical knowledge to help clients meet all of their statutory requirements, including:
- Establishment / Wind-up of SMSFs
- Portfolio management of SMSF investments and preparation of investment reports
- Commencement of pensions – Account Based Pensions (ABP) and Transition to Retirement Income Streams (TRIS)
- Purchasing properties within an SMSF (strategies available either with or without borrowing)
- Tax planning including pension, lump sum and contribution strategies
For more information Contact : Tony Cole 03 5975 1155
This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.
RDW & CO Pty Ltd (ASIC No. 1243534) ABN 61 114 946 388 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Tony Cole (ASIC No. 1243532) is a Limited Authorised Representative of RDW & CO Pty Ltd (ASIC No. 1243534) ABN 61 114 946 388