Superannuation

Superannuation is an effective means of wealth creation and providing for your retirement.

The effective management of your superannuation fund is crucial. The laws pertaining to superannuation are broad, extensive and often complex.

Services provided include:

• Advice on various Superannuation structures, including Do-It-Yourself Self Managed Superannuation Funds

• Advice on Excess Benefit Strategies

• Advice on Death Benefit Strategies

• Rollover and ETP advice

• Retirement Planning and Income streams

• Incidental Taxation Advice on Investments

We provide assistance to clients in satisfying the SIS act record keeping and other requirements of self managed superannuation funds.

The licensed products division of Practitioner Technologies produces DIY superannuation software for Self-Managed superannuation funds to help them satisfy their compliance and reporting obligations.