Superannuation
Superannuation is a powerful tool to help build long-term wealth and is important for everyone when planning for retirement.
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Establishing and maintaining a Self-Managed Superannuation Fund (SMSF) can be an attractive option if you are seeking more control and flexibility over your financial future and can offer a wider range of investment choices
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Our in-house superannuation specialists can recommend tax-effective strategies and solutions tailored to your specific needs to achieve your investment and retirement goals.
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Taxwise Partners offers advice on all SMSF services, including:
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The setting up of a SMSF and all administration tasks such as preparation of your trust deed and the completion and lodgment of relevant ATO statements.
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Superannuation consolidation.
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Ensuring your SMSF is compliant with current superannuation laws and regulations.
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Advice on life and disability Insurance options.
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If there is more than one member in your SMSF, we can offer advice on what will happen in the event of ill health, death, relationship breakdown, or waning interest.
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Advice regarding Investment in Property.
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Appointment of Trustees.
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Audit of your SMSF.
WHY CHOOSE US
We understand that the complex nature of the laws can be overwhelming and confusing for individuals and businesses!
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Our team at Taxwise Partners is dedicated to assisting our clients in navigating through the maze of accounting & compliance requirements. We provide personalized guidance and support to help you understand and comply with the relevant laws and regulations. Whether you need assistance with preparing a simple individual tax return or dealing with the legal complexities of owning and operating a self-managed superannuation fund, we are here to help.
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At Taxwise Partners, we prioritize our clients' needs and strive to deliver tailored solutions that are appropriate and suitable for their specific circumstances. Our experienced team with over 20 years' experience is committed to providing practical and effective accounting services to help our clients achieve their financial goals.