Superannuation

Capabilities

We offer a full range of superannuation solutions to assist you throughout the process, including:

• Establishment of a superannuation fund
• Administration and management of superannuation fund
• Strategy 

Establishment of superannuation fund

Making the decision to establish a SMSF can be daunting. We make the process simple by providing you advice on the benefits and costs pertaining to your individual circumstances. If based on this advice you wish to proceed we will manage the entire process for you from organising a complying Trust Deed to applying and registering with the Australian Taxation Office. We then can assist you with rollovers and transferring benefits and investments into the SMSF should you wish to invest within your SMSF we can recommend investments through Nexia Edwards Marshall Financial Solutions.

Administration and management of superannuation fund

Compliance with the strict superannuation legislation it is essential meaning that a SMSF is carefully managed. We maintain comprehensive registers to ensure all clients' compliance needs and requirements are met. We can prepare the financial statements, annual tax return, minutes, forms and even act as a mailing house for the fund if required. Our Audit and Assurance division is also able to attend to the audit of the Fund. We assist clients by consulting with their personal accountant, from Nexia Edwards Marshall or elsewhere, regarding deductible contributions to ensure that tax is minimised.

Strategy

We undertake superannuation and estate planning for our clients to ensure that they are maximising the opportunities available to them.

We are also able to provide advice in relation to tax minimisation strategies, including the commencement of income streams, making contributions to superannuation, withdrawing benefits from superannuation, assistance with Centrelink benefits and other regulatory requirements.