Self-managed Superannuation Funds

As the government encourages Australians to take responsibility for their own retirement and to build a nest egg which allows them to become self-funded retirees, superannuation has become a major part of all retirement plans.

A SMSF enables you to control your investment strategy, reduce personal tax whilst obtaining taxation benefits within the superannuation fund regime.

Superannuation law is complex and personalised planning is required for each individual member of the fund.

AP Taxation can assist in establishing a SMSF that will enable you to reach your financial retirement goals.

The services we offer include:

  • Establishment of a self-managed superannuation funds (SMSF)

  • Assistance with obtaining a Statement of Advice (SOA)

  • Completing all compliance and audit requirements

  • Advice on taxation benefits of a SMSF

  • Tax advice on maximising the potential of your SMSF

  • Tax advice on purchasing property within a SMSF and establishment of the appropriate structure

  • Advice and maximisation of Centrelink benefits (Aged Care, Aged Pension and Social Security advice)

   

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