“With the constantly changing tax and superannuation laws it is difficult to understand what you need to do to maximise your investments and minimise your tax through your superannuation fund.
We can help you manage your superannuation to maximise your income for retirement and ensure that your superannuation is working for you, not against you”.
WHY USE A SMSF?
SMSF Setup & Administration
Ongoing administration and advice on investment portfolios, contribution allocations and money movements.
Superannuation Reform Hub
The Budget super changes that take effect on 1 July 2017 represent the greatest changes to the superannuation system in over a decade impacting the advice strategies of our clients.
The Super Reform Hub is your one-stop shop to locating tools and updates from one easy to access place. You’ll find information to help you understand client impacts, prioritise what action you must take and locate the latest technical and client engagement tools, training, product information and essential information about writing advice.
Transfer Balance Cap
Broadly, the transfer balance cap operates by measuring the value of a client’s existing income streams at 30 June 2017 as well as any new income streams commenced on or after 1 July 2017, against their transfer balance cap.
Transition to Retirement Pensions
However, the good news is that there are a number of situations where TTR remains an effective strategy.
Non-Concessional Contributions Cap Changes
There are a range of strategies you can consider to boost your super savings.
Ceasing Gainful Employment and Understanding Pension Supplements
The case study involves an employee, Charlie, who claims to have ceased a gainful employment arrangement with a family trust, Crackle. Charlie, subsequently accesses his superannuation under the retirement condition of release.
Send Us a Message
Wealth Definition Pty Limited ABN 32 601 236 104 provides financial planning services as an Authorised Representative of Count. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.