• Mackay Office (07) 4953 2533

  • Helping You with… Superannuation

    November 30, 2016
  • Are you seeking advice and recommendations to implement the best strategies for your retirement?  Or do you require assistance with the preparation of financial planning and investment strategies, based on your personal requirements?  Or do you just want to better understand your superannuation position?

    We can help you.  Better yet, when you choose us to prepare your superannuation funds’ year end requirements, we will also look after all your related entities’ taxation and business needs so that all matters can be dealt with in a holistic approach. You can also have us prepare your trust account audits and required statutory documentation.

    We consider ourselves to be superannuation specialists, and we pride ourselves on providing you with comprehensive superannuation and retirement planning services offering:

    • Formation and maintenance of Self-Managed Super Funds
    • Advice to trustees and members
    • Preparation of financial statements
    • Retirement planning and wealth accumulation
    • Contribution strategies for effective tax reduction
    • Liaising with financial planners to ensure the best strategies for each fund.
    • Pension set up and monitoring

    Let’s discuss your specific requirements – call us on 07 4953 2533 to take your business to the next level.