Superannuation

Often we think of superannuation as something we should plan for when we're older.  But we are living longer and staying more active in our retirement years, so planning for your retirement lifestyle is something that should not be left too late.

A Self Managed Superannuation Fund (SMSF) may provide a more flexible approach to planning towards your retirement and are one of the most tax effective ways to build up assets to fund your retirement lifestyle. 

So you want to build up your retirement nest egg, but how do you know if a SMSF is right for you?  Speak to one of our advisors at Pooles Accountants & Tax Specialists and we can guide you through the process as to whether a SMSF is right for you.

Our Super team provide the following services:

  • Setting up a Self Managed Superannuation Fund
  • Administration of your SMSF
  • Contributions
  • Pension Payments
  • Record keeping
  • Minutes and paperwork as required
  • Preparation of your annual financial statements
  • Audit of your SMSF

Pooles Accountants & Tax Specialists Pty Ltd (ASIC No. 1243895) ABN 69 802 602 632  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 

Ramnik Sharma (ASIC No. 1253309) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Andrew Scott (ASIC No. 436777) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 

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