PROFOCUS Accountants / Self-Managed Superannuation Funds
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining the available tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at Lock Accountants can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
You could be considering a SMSF:
- To look after your investments
- Reduce your fees and costs
- More flexibility with your investments
Services we offer include:
- Setting up of Self-Managed Superannuation Funds
- Auditing of Self-Managed Superannuation Funds
- Completion of Financial Statements, Regulatory Return and Taxation Returns.
- Advice on compliance matters and ongoing SMSF obligations
- Advice on taxation benefits
- Advice on employer obligations
- Advice on appointment of Trustee
- Entry of data on a monthly basis
To find out how our friendly team of Accountants can help you to take control of your financial future and achieve your retirement goals, please contact us today.