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?
Tax payable on contributions and earnings is generally limited to 15% (providing the fund is a complying fund)
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:
Provide advice on tax savings provided from superannuation contributions
Establish a SMSF (depending on individual circumstances)
Prepare all statutory accounts and tax returns as required under SIS legislation
Phone 1300 785 611
Fax 02 8916 4261
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
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