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Superannuation & SMSF

Superannuation and Self-Managed Superannuation Funds (SMSF)

As an Australian Financial Services Licence (AFSL) representative, we provide a range of services and advice on personal and self-managed superannuation. Our superannuation experts at EW Partners will equip you with strategies to minimise tax and provide solutions to the most complex superannuation issues, to ensure you have a financially secure and stable future.

The superannuation and SMSF services include:

  • Establishment of SMSF
  • Performance of SMSF administration
  • Record keeping
  • Preparation of annual financial reports and income tax returns
  • Completion of annual audits
  • Preparation and updates of minutes of meetings and trust deeds of companies and trusts
  • Calculate annual minimum and maximum pension entitlements
  • Preparation of Business Activity Statements and Instalment Activity Statements
  • Preparation of actuarial certificates
  • Winding up

More Australians are using SMSF as a vehicle to create wealth for retirement or pass on this wealth to their children. SMSF offer great benefits compared with other public industry superannuation funds. Some of the benefits include:

  • Investment flexibility
  • Investment control
  • Borrow to invest
  • Tax effective planning
  • Administration cost minimisation
  • Asset protection
  • Pass on wealth to children

Request a Free Consult with our Tax Specialist