Superannuation
Farrow Wyatt helps clients generate a wealth accumulation program for a secure future.
Self Managed Superannuation Funds can be one of the best ways to maximise your retirement income. It allows you to have control over your investments whilst benefiting from concessional tax rates.
Our dedicated Superannuation Division works with clients to develop a comprehensive superannuation strategy that supports and builds wealth for their retirement plan. We also ensure all regulatory requirements are met so that this concessionally taxed structure is not compromised.
In addition to general areas of superannuation and estate planning, such as accounting, taxation and account based pensions, we are able to provide specialised advice and services relating to:
- Structuring a person's estate plan to ensure maximum wealth is transferred from one generation to the next.
- Self managed superanuation fund administration and advice
- Binding death benefit nominations
- Trust deed reviews
- Superannuation fund audits
- Taxation provisions applying to superannuation contributions
- Superannuation Industry (Supervision) Act 1993, and related legislation
- Superannuation Guarantee Charge Act
- Training and seminars
- Investment restrictions for superannuation funds
- Technical analysis of audit programs
- Taxation of superannuation funds, approved deposit funds and pooled superannuation trusts
- Support and assistance in Australian Taxation Office audits including the preparation of enforceable undertakings.
