Superannuation and Investments

Gone are the days where we can all rely on a government pension. Advice plays a pivotal role in achieving the retirement you desire.

successful superannuation

Successful Superannuation

To achieve the retirement you deserve, it is important to take care of your super along the way. With government pensions becoming increasingly difficult and announced increases in employer contribution rates, why wouldn’t you take care of your super.

  • SMSF taxation advisory
  • Superannuation strategies
  • Superannuation Education
  • Access to allied financial planner partners
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SMSF Administration & support

As a trustee of a SMSF you need to ensure your SMSF is compliant with relevant tax and superannuation laws. We assist you with through our SMSF Administration service, giving you both transparency and peace of mind.

  • Fund establishment & wind-up
  • Preparation of annual financial statements and annual return
  • Calculations regarding pensions and contribution limits
  • Arrange independent Audit
  • Leading software and technology
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smsf administration
investment advice

Investment

Whether it’s property, shares, a business or a different class of asset there are taxation implications to consider. We take the approach of having you fully informed so that your investment can achieve maximum success.

  • Structure of your investment(s)
  • Taxation strategies for your investment(s)
  • Capital Gains Tax advice on sale
  • Access to allied financial planner partners
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Property in Self-Managed Super

Many of our clients like the idea of being able to see their super and property achieves this. However, it is crucial to ensure property in super is done correctly from both a legal point of view as well as for the success of the investment. We provide valuable advice and guidance.

  • Establishment of structure to allow borrowing through SMSF
  • Education how property works in your SMSF
  • Taxation advice on your investment
  • Assisting you through the process of acquiring property in SMSF
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property in smsf

FAQs

How easy is it to switch to Prestige?

It is a straight forward process we do for you. If necessary, we contact your previous Accountant to arrange transfer of all information, documents and software, allowing for a seamless transition.

What are your fees / pricing?

We can provide you with a fixed quote with no hidden surprises. A package is often tailored to suit you, which can be paid on a monthly basis or at the time of assisting you. We do not provide generic pricing as we find clients requirements, current situation and future ambitions to be very different. Our fees are very competitive.

What software do you use?

We will work with the software you use and are familiar with. We only suggest change if there are clear benefits to you and your business. Having said that, new Accounting software is released regularly and as your business grows, we can consider new options as they become available. Software companies are now delivering comprehensive packages which not only assist you with your record keeping and reports, but provide insight into the future assisting you with decision making.

Can you assist with my business start up?

Yes, invite us on your journey! We often begin by assisting you with your legal structure, planning and defining the end goal. Business start ups are exceptionally satisfying for us, particularly as the business develops and milestones are achieved.

Do you provide education as part of the process?

Yes, we want you to receive maximum benefit from our services. Whilst all clients are different, we do encourage you to understand the various aspects of how we assist you. If there is something on your mind, we want to hear from you.

FREE initial strategy meeting

More than a meet and greet, together we can examine where you are at, consider any pressing matters and gain an understanding of your end goal. From there we can use our expertise to identify strategies suited to you and develop a plan as to how we can partner together, benefiting you.

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