Self Managed Super Funds Taxation | Accounting | Audit

For many of us in our lifetime Superannuation will form an efficient way to save money for our retirement. It can also offer significant tax savings during our working life if managed correctly. Self Managed Super Funds are becoming more popular as people like to have more control over the funds they have invested in their superannuation.

What are the benefits of contributing to Super?

 

check  Tax payable on contributions and earnings is generally limited to 15% (providing the fund is a complying fund)

 

check  On retirement, earnings may be classed as tax free including significant realised capital gains.

 

At Liddy Kennelly we have over 100 SMSFs under management. Maxine Van Scherpenseel has over 25 years of working with Super Funds and is recognised as one of the top advisors in relation to tax savings and superannuation on the Peninsula.

 

We can help you to:

 

check  Provide advice on tax savings provided from superannuation contributions

 

check  Establish a SMSF (depending on individual circumstances)

 

check  Prepare all statutory accounts and tax returns as required under SIS legislation

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Phone  1300 785 611
Fax       02 8916 4261
Email   contact@meritwealth.com.au

Head Office:
Merit Wealth Pty Ltd
GPO Box 4463, Sydney NSW 2001
Level 2, 115 Pitt St Sydney NSW 2000

Maxine Van Scherpenseel (ASIC No. 1242539) 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 | Link: Financial Services Guide

General Advice Warning

“This information has been pepared without taking into account your objectives, financial situation or needs. Because of this, you should before acting on this information, consider its appropriateness, having regard to you objectives, financial situation or needs”.

We provide a range of services in a professional and friendly environment including Taxation, Superannuation and Audit.

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