Super & SMSF’s

Super & SMSF’s

Super & SMSF’s

Superannuation is a critical aspect of financial planning, and at Stanwycks, we offer expert advice on managing and maximizing your superannuation and Self-Managed Super Funds (SMSFs). Our services include compliance management, tax planning, and strategic investment advice, ensuring that your superannuation is structured in the most effective way possible. We help you navigate the complex regulations surrounding superannuation, providing clear and concise advice that helps you make the most of your retirement savings​.

  • Preparation of income tax returns and financial statements for SMSFs.

  • SMSF audits to comply with the ATO.

  • Advice as to how SMSFs can be used as tax effective vehicles.

  • Strategies to deal with excessive benefits on retirement.

  • Structuring estate plans to ensure maximum wealth is transferred from one generation to the next.

  • Trust deed reviews.

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