Superannuation and retirement planning

For employees, investment through superannuation is the most tax-efficient means of accumulating wealth for retirement. With proper forward planning, business owners who think of their businesses as the ultimate source of funds for retirement may also avail themselves of the concessional taxation regime for capital gains.

We are able to advise employers, employees and business owners how they may most effectively use the tax concessions afforded to superannuation together with sound investment advice to accumulate wealth for retirement.

We provide investment and superannuation advice and administration services for:

• self-managed superannuation funds;
• corporate superannuation plans; and
• personal superannuation plans.

As you approach retirement, we can help with strategies to access superannuation tax-effectively through the use of pensions and ensure that your children and others are able to use this investment capital in the most tax effective manner.