Self-Managed Superannuation
Superannuation has become a burden on individuals and corporations and it is for this reason that we have our associate company RLA Future Planners Pty Ltd, who can provide advice on all administration matters in relation to self-managed superannuation and industry funds.
We will provide all the accounting services for your self-managed fund which include:
We will provide all the accounting services for your self-managed fund which include:
- Financial Statements
- Ensuring that all compliances are met
- Arrange for an audit to be conducted as per Statutory Requirements
- Whenever legislation is changed necessary amendments are made to the super fund’s deed
Our in house associated financial planner David Roberts can assist and provide advice to you in all other aspects including
- Investment and insurance strategies
- Contribution advice
- Retirement Planning
- Estate planning
SMSF’s can offer a number of benefits so if would like to know more about an SMSF and what’s involved in setting one up please contact David Roberts on (02) 8964 5334 for a complimentary initial consultation.
David is an Authorised Representative of Fiducian Financial Services Pty, AFSL and Australian Credit Licence 231103.
For contact and further details about David please click on the following link.
https://www.fiducian.com.au/david-roberts-financial-planner-eastgardens-nsw/
I’m not telling you it’s going to be easy, I’m telling you it’s going to be worth it
Art Williams