Specialist Superannuation Advice

  • Establish Superannuation Funds (self managed funds)
  • Preparation of Annual Financial Statements and Member Reporting
  • Trustee Responsibilities
  • Pensions
  • Accessing Tax Free Superannuation
  • Taxation Obligations i.e. annual income tax returns and other reporting

While superannuation has always been considered desirable, recent changes to the superannuation rules have now made it critical for individuals to develop retirement plans sooner rather than later.

The key aspect is planning to provide for the future while working to complement the circumstances occurring NOW for you and your business. Superannuation is part of your business planning and needs to be considered accordingly, and not in isolation.

Superannuation is now a highly specialised field; therefore we are continually updating and developing our knowledge in this area to keep up with the ever changing laws and regulations. We feel this is such a specialised area that we have a specialist 'in house', Jenny Newport, who is an accredited SMSF Specialist Advisor™ with the SMSF Association. We also partner with other superannuation specialists and investment advisors to build strategies that will deliver the best financial outcome for your retirement.

More Information

We have been guilty of being busy and working in, rather than on our business. With the help of Core we’ve improved our financial and administrative systems and we’ve learnt more about the ‘business’ behind Dillon Folker Stephens and the opportunities available to us.
Kari Stephens, Dillon Folker Stephens