As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a complex area and personalised planning is required for each individual. The team at Profitwise Accountants Pty Ltd are superannuation experts who can assist in establishing and operating a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds [An Authorised Representative of an Australian Financial Services Licensee will complete the documents to establish the funds]
- Completing information for the Australian Taxation Office for establishing the funds and at other times
- Assistance with superannuation fund audits [The audits are completed by an independent and qualified superannuation fund auditor]
- Advice on tax compliance matters
- Advice on taxation benefits
- Advice on employer obligations
- Completing annual financial statements and income tax & regulatory returns.
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