Username
Password


 

Superannuation

The recent changes mean super has to be high on everyone's agenda. The benefits are enormous. As the Government encourages Australians to take responsibility for and reach their financial retirement goals, the old tax rules have been swept away.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.  And lead to a tax free income stream.

Superannution law is still a delicate area and personalised planning is required for each individual. At Advantage Partners we are expert in self-managed superannuation funds, and can assist in establishing a superannuation fund, if that's what you want. At present we can't advise you to form a fund - that's regarded as licensed financial advice by the Government!

Services we offer include:

  • Assistance with establishment of Self Managed Superannuation Funds
  • Self Managed Superannuation Fund Audits
  • Advice concerning Compliance with the SIS Act (1993) and related matters
  • Advice concerning Taxation compliance and benefits
  • Advice on Employer obligations
  • Advice regarding Account based pensions
  • Advice regarding trustee obligations

Back to Our Services Index