Superannuation

Although there are a few notable individuals who have worked on into their 80s most of us will be looking forward to the time when we don’t need to work and can choose how we spend our time.

There are various ways in which people can provide for their retirement but the most common, the most accessible and usually the most tax-effective is superannuation.

Saward Dawson has specialist superannuation professionals who can assist you in optimising your superannuation outcomes. This includes strategies such as:

bulletSalary sacrificing additional contributions
bulletTopping up with non-concessional contributions
bulletCommencing a transition to retirement pension
bulletWays for those over 60 to optimise their superannuation opportunities
bulletHow business premises may be transferred to a self managed superannuation fund
bulletReducing the tax consequences of death
bulletHow the small business CGT concessions can boost your superannuation.

Self Managed Super Funds (SMSF)

A SMSF is not for everyone. However, for many people who want to be actively involved in the investment of their superannuation funds or who want to hold a diverse range of investments including direct property, a SMSF is ideal. Our SMSF services include:

bulletEstablishment of SMSFs
bulletAccounting and administration. We utilise the latest cloud based technologies so that you have access to real-time, up-to-date information
bulletAnnual compliance services
bulletAuditing
bulletCommencing a pension
bulletStrategic planning covering the taxation, estate planning, investment and compliance aspects of SMSFs.

Vicki Adams

New to Saward Dawson? Book a free 30 minute consultation

We happily spend 30 minutes without charge with new contacts to explore relevant issues and outline how we can assist. Let us know your area of interest and we will arrange a specialist to meet with you.

Subscribe to e-bulletins

Subscribe Now

Stay Connected