Superannuation, SMSF

Self-Managed Superannuation Funds (SMSF) provide an excellent vehicle to accumulate wealth. Filippo is expert at structuring and maintaining SMSF’s to ensure ongoing compliance with the stringent audit requirements of the Australian Taxation Office (ATO). The types of superannuation services we offer include:

Preparation of income tax returns and financial statements for SMSF’s
SMSF audits to comply with the ATO
Advice as to how SMSF’s can be used as tax effective vehicles
Strategies to deal with excessive benefits upon retirement
Structuring estate plans to ensure maximum wealth is transferred from one generation to the next
In the event of divorce, advice as to how the Family Law Act applies to superannuation
Trust deed reviews
Intimate knowledge of taxation laws and their interaction with superannuation