SMSF & Retirement Services

We note that from 1 July 2016 accountants who recommend a client establishes or winds up an SMSF without being appropriately licensed will be in breach of the law and could be liable for significant penalties. This includes the provision of related advice, such as a recommendation to commence a pension or make additional superannuation contributions.  As a result, our sister company DNA Private Wealth Pty Ltd (AFSL 484561) was born so that we can continue to provide you with the advice and assistance you require to navigate your financial way through life.      

What we offer

Who is it for

Why use us

We offer a range of services for all your Self-Managed Superannuation Fund (SMSF), retirement and general superannuation needs.  

If you require SMSF establishment, winding up or ongoing administration including annual reporting and tax returns we are happy to assist. 

We can also provide you with specialist advice in relation to taxation issues regarding transition to retirement and accessing superannuation, superannuation pensions as well as assistance with cashflow & budgeting in retirement.  

Our services are for everyone.  Why you ask?  Because it's never too early and it's almost never too late. In all seriousness, 'Super is SUPER important'.

You may have heard it already but for most people superannuation is your next biggest investment after your home. And yes you got it right, like your home, you are going to need at least a few decades saving like crazy so that your asset is big enough to fund your travel or wine & cheese afternoons in the manner which you are accustomed. So in short, every dollar counts thanks to the wonders of compound interest.

Let me share with you a few widely known secrets.  

1.  Super is still one if not our biggest government backed tax break,  

2.  Superannuation funds are a fantastic asset protection vehicle

3.  SMSF's can and do play a valuable role in many small business structures.

We are an independent chartered accounting firm and are proud of this fact.  Our advice is independent and designed to be 100% in your best interest.   

Our people have decades of combined experience in the administration and reporting of SMSF's and are widely respected by their peers.  We will go out of our way to ensure everything runs as smoothly as possible and that you have the best advice and structure for your circumstance.

We offer big city knowledge and experience as well as genuine personalised service made possible by our smaller highly skilled team.

 

.Call us today on 07 3396 8868 for a 'how can we help you' meeting, either at our office or yours