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Superannuation Services

We aim to support our clients and form strategies both personal and for superfunds to ensure goals are achieved effectively and efficiently. We see your vision for your future and your retirement. Our goal is to ensure the security of your Superfund and complete satisfaction with our services.

Basic Deposit Products

Basic deposit products are products that:

Offer funds at-call (or on demand) or if for a fixed term for a period of no more than two years.

Allow for the immediate withdrawal of funds without penalty, other than a reduced interest rate.

Have a specified return or interest rate.

Incur no entry or exit fees and no ongoing management charges (excluding maintenance charges such as account service fees).

Developing Investment Range Strategies for SMSF’s
It is a legal requirement that SMSFs formulate and give effect to an investment Strategy. An Investment Strategy is simply a plan for making, holding and realising Fund Investments that reflects the Fund’s Objectives (e.g. increasing the value of members’ interests).
Lump Sum Withdrawals
Generally your SMSF can only pay a member’s super benefits when the member reaches their ‘preservation age’ and meets one of the conditions of release, such as retirement. The payment may be an income stream (pension) or a lump sum, depending on the circumstances.
Services
  • Superannuation – DIY Self-Managed
  • Establish & Close SMSFs
  • Contributions Advice
  • Retirement Projections
  • Resident Income Streams
  • Re-contribution Strategies
  • Property Transfers to SMSF
  • Insurance needs Analysis

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Transition to Retirement Income Streams

The Australian Government has made it possible for you to keep working while drawing down some of your super benefits. The policy, called transition to retirement, allows you to supplement your salary and maintain a comfortable lifestyle. You can also use the policy to save tax and boost your super before you retire.

Limited Re-Course Borrowing Arrangements

An LRBA is a type of loan structure where the only SMSF asset that the lender (or any other party) has access (recourse) to is the asset that was purchased using the loan, if the fund is unable to meet its loan repayments. … However, an LRBA can only be used to purchase a ‘single acquirable asset’.

Receiving death Benefits

A death benefit payment is generally made by the SMSF to another person because of the death of a member of the fund.

A super death benefit may generally be paid either as an income stream or a lump sum. Income streams are usually either a new income stream that is paid to a dependant, or a reversionary income stream that is the continuation of an existing income stream and paid to a dependant. If a member dies on or after 1 July 2007, a person who is not a dependant of the deceased is not able to receive an income stream.

Data entry is the act of entering information into electronic formats by using word processing or data processing software hosted on a computer and its data entry operators who perform these tasks. In truth, though “data entry” sounds technical, you can get many of these jobs with no previous experience.

1300 788 491

93 Lawes Street, East Maitland, NSW

8am – 5pm

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