Personal Superannuation

 

Accru’s superannuation specialists can help you negotiate the complexities of superannuation legislation and ensure you are well positioned for the future lifestyle you desire. Working in conjunction with our Wealth Creation teams, we provide a comprehensive advisory service structured towards your retirement goals. We are not aligned with any one financial institution or fund, which means the only consideration we have is what's best for you now and in the future.

A Self-Managed Superannuation Fund (SMSF) may be one of the best ways to achieve retirement objectives. Benefits include reduced tax on investment income and capital gains, ongoing tax benefits from an allocated pension fund (upon retirement) and reduced administration costs.
                                    
Our SMSF professionals will take care of all the red tape for you. They have substantial experience in establishing SMSFs, ensuring funds meet ongoing legal requirements, and delivering excellent financial outcomes.

Our SMSF services include:

  • Fund establishment
  • Ongoing compliance documentation and procedures
  • Full fund administration & accounting
  • Assistance with ATO audits and reviews
  • Preparation and lodgement of statutory returns
  • Pension establishment
  • Documentation to record the transition to pension phase
  • Ongoing administration of pension funds

For a more strategic superannuation solution, we can help with:

  • Audit of superannuation funds
  • Compliance and risk management
  • Pre and post retirement strategies
  • Taxation issues
  • Asset protection
  • Rectifying breaches of legislation