Self Managed Super Funds (SMSF) are a form of Superannuation Fund that can provide members with direct control of their Retirement Savings, provide a wider choice of investment options, Tax advantages and greater flexibility (over traditional Industry and Retail Super Funds).
In today’s volatile economic climate Superannuation Funds continue to be one of the most effective ways for individuals (especially business owners and self-employed contractors) to build Wealth in a Tax effective manner.
In conjunction with our Strategic Partners and Superannuation-related industry experts, Axis Accounting have been advising clients on Self Managed Superannuation Funds (SMSF) since their introduction in 1994 and can assist clients in;
Axis Accounting recognises that for Superannuation Strategies, such as Self Managed Super Funds, to be effective, financial advisors must take into account the client’s complete financial position (including family trusts and any existing Company structures) together with a comprehensive investment risk profile.
As with Personal Tax Minimisation Strategies, all proposed Axis Accounting’s SMSF Tax Strategies are tailored to each individual’s specific requirements. A salaried executive a has different set of superannuation planning objectives and options, compared to a self-employed business owner needing to limit potential Capital Gains Tax implications..
In each case, one of Axis Accountings specialist Superannuation Taxation Managers can develop effective strategies with the appropriate Strategic Business Partner (based on your individual needs) with a clear understanding of your short medium and long term financial goals and objectives, current financial position and investment risk profile.
You can be guaranteed that any (general) investment advice is provided with our ongoing service, support and impartiality to ensure your SMSF is compliant with evolving Tax and Regulatory controls.
In order to fully understand how our SMSF (Self Managed Superannuation Fund) Services and Strategies can benefit you, call Axis Accounting to arrange an obligation free consultation to discuss your personal Superannuation planning needs and requirements.
Get in touch for a free, no obligation appointment today and see how we can help your business!
Do you need personalised business advice or support? For any inquiries or partnership opportunities, get in touch with us today!
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