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.
Superannuation & SMSF
Superannuation and Self-Managed Superannuation Funds (SMSF)
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