If you're looking after a self managed super fund then you need an Australian SMSF accountant to assist with your ATO obligations and investment strategy. As SMSF specialists, we take pride in offering financial services to our clients and providing professional financial advice as part of our SMSF services.
Our proactive approach to superannuation combines the expertise of King & Whittle Wealth Management to meet all your requirements including:
Advice and setup of Self Managed Superannuation Funds
Contribution levels and limits
Investment advice & rules
Compliance and Administration issues
Concessional & Non-Concessional Contributions
Retirement Income Streams
Transition to Retirement Pensions
Salary Sacrificing Strategies
Taxation of Superannuation Death Benefits
As chartered accountants, we also offer a range of accounting services including estate planning, tax planning, administration services. We work with many business owners as a corporate trustee and business advisor.
Get in touch today for a complimentary consultation.