If you have, or if you’re thinking about, self-managed super fund, in conjunction with our financial planning team, we can help with:
- Advice on the benefits of an SMSF and whether it’s right for you
- Getting started – we’ll set you up with an SMSF
- Handling all regulatory and statutory paperwork and tax requirements
- Advice and management of tax effective contributions and income stream strategies
- Regular audits to ensure all obligations are met
- Borrowing to invest in your SMSF
Financial planning services provided as an Authorised Representative of Count Financial Limited. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232.