SMSF & Superannuation

One of the fastest growing sectors in the finance industry is the SMSF sector.  This is giving ordinary Australians the ability to control their own retirement.

With these possibilities come a range of responsibilities that trustees must hold - record keeping, investment decisions and regulatory requirements including audit, contributions rules and withdrawal restrictions.

We provide full lifecycle SMSF services for clients and can take care of every aspect of your SMSF needs.

Strategies include:-

  • Having your employer make additional contributions into a superannuation fund on your behalf.
  • You personally making additional tax deductible contributions into a superannuation fund on your own behalf.
  • You personally making additional after tax non-deductible contributions into a superannuation fund on your own behalf.
  • Use of the Small Business Capital Gains Tax Concessions to make additional after tax non-deductible contributions into a superannuation fund on your own behalf.
  • Roll over existing superannuation into a SMSF.
  • Having a superannuation fund commencing to pay pensions out of superannuation to you.
  • Having a superannuation fund end the payment of an existing pension to you.
  • Using a "recontribution strategy" to recycle money into and out of a superannuation fund.
  • Having a superannuation fund cancel/commute part of your existing pension.
  • Having a superannuation fund pay lump sums out of superannuation to you.
  • Use of a borrowing arrangement within your Self Managed Superannuation Fund (SMSF).
  • Suitability of establishing a Self Managed Superannuation Fund (SMSF).
  • Suitability of closing your existing Self Managed Superannuation Fund (SMSF).

To have a discussion about setting up a new SMSF or help with your existing SMSF, please contact Tim Paterson or Chris Page on 02 9984 7774 to arrange a meeting.

 


Page Paterson & Co Pty Ltd (ASIC No. 1257301) ABN 43 125 455 183 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Christopher Page (ASIC No. 1235794) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Tim Paterson (ASIC No. 1235793) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Website:  www.meritwealth.com.au | Privacy Statement |FSG

 

 

 

 

 

 

 

 

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