Superannuation is confusing, and sometimes unsettling, for many people. Your superannuation account contains your money, but you aren’t allowed to touch it. The ATO adds a layer of complexity and fear into the mix, with the threat of harsh tax treatment and personal liability if you get it wrong.
Our Private team understands that superannuation is a complex area that can be difficult to navigate. We demystify the process by working with you and your advisers to understand your financial situation and develop a superannuation strategy to best achieve your objectives.
We have a strong pedigree in successfully:
- Establishing SMSFs
- Preparing strategies to allow members to maintain property in their SMSF if one of the members were to pass away or suffer a disabling event
- Creating succession plans for clients’ superannuation entitlements
Whilst the end products are important – such as SMSFs, Death Benefit Nominations, Bare Trusts, Custodian Trustees, governing rule upgrades and insurance strategies – the true value lies in the strategies and supporting information we develop to ensure these products are understood and working to your best advantage.
