We are self-managed super fund specialists recognised by Chartered Accountants Australia and New Zealand (CAANZ). The proactive strategic advice we provide to our SMSF clients distinguishes us from many other accountants.
We provide advice on:
- End of year contributions – both concessional and non-concessional
- Account based pensions (ABP) and transition to retirement (TTR) pensions
- Limited Recourse Borrowing Arrangements
- Transfer of business real property
- Taxation of death benefits
- Re-contribution strategies
- Investment strategies
- Lump Sum withdrawals
- Receiving death benefits
- Wind up of an SMSF
- Intergenerational and succession planning