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Self-Managed Superannuation

Posted on May 15, 2016 by Kristy Hickey

Self-Managed Superannuation can be an effective way to grow your wealth and allow you to save effectively for your retirement. Whether you are an organisation or an individual, we work with you to design the most tax-effective superannuation strategy to achieve your objectives.

We understand that it’s important for you to have direct control over your superannuation strategy and investment choices. Superannuation should form a key part of your overall wealth creation strategy as it provides a means to efficiently manage your investments over your lifetime. Superannuation should also compliment your personal, business and tax efficiency objectives. BLG is able to provide a wealth of advice, knowledge and experience in order to help effectively manage and grow your wealth for retirement. Obtaining the right superannuation advice can give you flexibility in relation to tax free pension planning and effective estate planning strategies to maximise wealth across multiple generations. The rules of superannuation change and economic conditions fluctuate, so it’s vitally important to keep abreast of the market if you’re to make the most of your self-managed superannuation. We attend to annual compliance of a SMSF including financial statements, member reporting, annual returns, associated minutes and audit. BLG can provide technical advice in relation to:

  • Setting up and implementing tax efficient strategies
  • Annual review and maintenance of investment strategy
  • Devising and implementing appropriate strategies
  • Contribution planning to maximise benefits
  • Accesss to superannuation benefits
  • Tax implications of pension strategies pre and post age 60 to maximise tax free benefits
  • Using your super for investments such as property or shares via limited recourse borrowing or unit trusts
  • Tax efficient estate planning to ensure the transfer of your wealth in a tax efficient manner

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