Superannuation provides you with an opportunity to grow wealth in a lower tax environment. Over time; with compounding returns, government tax concessions and a range of investment choices, you can build a superannuation balance that provides for your lifestyle through retirement and the rest of your life.
Within superannuation you have 2 main options, a large superannuation fund environment (industry fund or retail fund) or a small superannuation fund (Self-Managed Superannuation Fund – SMSF).
As a licensed financial adviser, we can advise you on the most appropriate option for your circumstances.
A popular superannuation option is the SMSF, which allow individuals a greater degree of control and flexibility; with an ability to integrate superannuation with individual and business objectives.
With a SMSF you control your superannuation and manage the whole process, with assistance from professional accountants and financial advisers.
You determine the costs paid by your superannuation through your investment selection and the way you handle paperwork.
SMSF compliance and advice
With years of practical and technical experience, Alyansa can look after all your SMSF compliance, administration and retirement planning needs.
Our SMSF services include:
• SMSF establishment.
• SMSF annual compliance (financial reports and annual return).
• Pension commencement.
• SMSF borrowing establishment and ongoing compliance.
We assist accountants complete the annual process for their SMSF clients by providing an independent SMSF audit service. We work closely with accountants for a smooth audit process and utilise direct online access to accounting software to further streamline the audit function.
We are a registered SMSF auditor with the Australian Securities and Investments Commission (ASIC).
Please contact us on 03 9882 4846.