64 Jolimont Street, East Melbourne VIC 3002

Superannuation & Retirement

Superannuation & Retirement East Melbourne

A self-managed superannuation fund (SMSF) is a super fund controlled by you. Advantages include:

  • You can construct your share portfolio and choose to invest in a wide range of assets such as direct property and property development.
  • You have more control over your investments while still being able to take advice from your advisors.
  • Beneficial tax planning strategies.
  • Greater flexibility for accessing Centrelink benefits such as the age pension.

We can also offer advice on all SMSF services, including:

  • Set up of SMSF and all administration tasks such as preparation of your trust deeds, completion and lodgement of relevant ATO statements.
  • Superannuation consolidation.
  • Ensure your SMSF is compliant with current superannuation laws and regulations.
  • Estate planning expertise.
  • Investment property advice.
  • Preparation of annual financial statements, annual audits and annual tax returns.

W Marshall & Associates 64 Jolimont Street, East Melbourne VIC 3002

Important: This is not advice. Clients should not act solely on the basis of the material contained in this Commentary. Items herein are general comments only and do not constitute or convey advice per se. Also changes in legislation may occur quickly. We therefore recommend that our formal advice be sought before taking any action. The Commentary is issued as a helpful guide to clients and for their private information. Therefore it should be regarded as confidential and not be made available to any person without our prior approval.