Self-managed superannuation funds are a tax effective retirement saving vehicle for individuals and businesses that provide a range of advantages often not available through regular superannuation funds. Depending on the circumstances of the SMSF they can have cost advantages over retail funds. SMSF can also offer important estate planning advantages and the freedom to take greater control of your investments and the type of assets you may wish to purchase.
Core Business Accountants provide professional support for clients and trustees with specialist knowledge, advice and administrative services that include:
- Tax Advice for appropriate structure i.e. SMSF vs superannuation fund
- Compliance management
- Preparation of annual financial statements and member reports
- Taxation advice for maximising tax free income
- Preparation of income tax returns
- SuperStream advice
Because Core Business Accountants are neither finance nor investments advisors, we work in collaboration with licensed financial advisors.