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Superannuation

Superannuation planning has emerged as the cornerstone of personal taxation planning and wealth creation strategy. It is also an increasingly complex area from both an employers and employees perspective. We know that you want to maximise your returns on investment whilst knowing they are complying with all of the rules and regualtions.

Nexia ASR has always been pro-active in ensuring its clients are aware of the benefits, obligations and pitfalls of superannuation.

To maintain the highest standards of service delivery in the increasingly complex area of superannuation, our superannuation practitioners have developed specialist expertise in :

  • developing the most appropriate superannuation / pension strategies
  • advice and services to business owners / employees seeking to manage their own funds (SMSF's)
  • advisory services for employers (including SGC obligations)
  • employees wanting to salary sacrifice; and

Self Managed Superannuation Funds (SMSF's)

Self-managed or DIY super funds have now become the fastest growing sector of the superannuation industry with around 300,000 funds now in existence in Australia. SMSF’s are vehicles that offer more flexibility for Australians to choose their wealth management, accumulation and pension strategies.

In response to the growth in the number of SMSF's and the complexities associated with SMSF planning and compliance, we assisted with the establishment of an independent specialist business called Justsuper Pty Ltd. It has quickly become one of Australia's leading self managed fund specialists.

Justsuper specialises in assisting clients with all their SMSF needs, no matter what knowledge they have or the level of involvement they want to maintain:

  • Establishing a Self Managed Super Fund
  • Providing day-to-day administration, reporting and annual compliance accounting and audit
  • Advising on Strategic Superannuation/Retirement Planning
  • Assisting Trustees understand and fulfil their Statutory Obligations of conduct
  • Portfolio Administration
  • Access to Investment and Financial Planning Advice, and
  • Supplemental compliance and planning services.

No matter how much or how little you want to be invloved in you superannuation strategy / process, we can tailor a package to suit.

 

 

For more information contact:

Gary Hershan
direct +613 9608 0101
ghershan@nexiaasr.com.au

Tom Borsky
direct +613 9608 0140
tborsky@nexiaasr.com.au


 
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