Self-managed Superannuation Funds (“SMSF”)

Having dealt with the taxation affairs of the high net wealth and business executives for many years, Andy has extensive experience in SMSFs as part of a family’s asset protection and tax planning strategies. As a SMSF Specialist Adviser™, Andy is an accredited SMSF specialist.

If you already have a SMSF, we can help you to deal with all aspects of accounting, taxation and compliance with superannuation regulations, in addition to providing advice on contribution and withdrawal strategies, estate planning matters and transactions. There are many rules that Trustees need to be aware of in running a SMSF and we can help guide you through that maze.

If you do not have an SMSF, but are interested in exploring whether one is relevant to your circumstances, we can talk with you and your financial adviser about your situation and discuss the pros and cons of an SMSF. Superannuation is generally thought of as an investment product, which is actually not the full picture. It is firstly a structure specifically designed to hold retirement savings and it is also the most tax efficient vehicle for holding retirement wealth. How that wealth is invested is a separate (and very important) decision making process, generally undertaken with the help of a licenced financial adviser.