Superannuation / Self Managed Superannuation Funds
Our Aim is to provide each and every client a very personalised and comprehensive service when managing their taxation affairs. We expect every client to walk away confident they have received the best possible outcome for their taxation situation.
- SMSF Specialist Advisor
- Over 20 years experience
- Member of SMSF Association
- Establishment of SMSFs
- Contribution strategies (amounts, types, withdrawal and recontribution)
- Pension strategies (account based and transition to retirement)
- Transfer of business real property into superannuation
- Withdrawals, commutations and death benefit payments
- Limited Recourse Borrowing Arrangements
- Provision of an asset class investment strategy (based on an assessment of your risk profile)
- Winding up of SMSFs
Contact us to arrange a time with Craig or Tracey to discuss your SMSF needs