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Self-Managed Super

As the Government encourages individuals to take responsibility for their financial retirement goals, Superannuation is becoming an increasing priority for all Australians. 

Self-Managed Superannuation is a means of saving for retirement. Having a Self-Managed Super Fund (SMSF) is different from a retail or industry fund. It offers choice and control over your investment strategy, flexibility in the structure and timing of your tax obligations, and in certain circumstances, the ability to borrow. 

Superannuation law is complex and personalised tax planning is required for each individual, so we need to work together with you and your Financial Advisor to make wise decisions for your future. While we do not provide advice on SMSF products, we can assist in the establishment and ongoing administration of a self-managed superannuation fund. Your Financial Advisor would assist with decisions regarding insurance and investment strategy.

At BWR Accountants & Advisers, we are passionate about superannuation and would like to see you reach your financial goals so you can reap the rewards and take control of your future.

Services we offer include:

  • Establishment of Self-Managed Superannuation Funds (in conjunction with your Financial Advisor)
  • Advice concerning compliance matters
  • Advice concerning taxation benefits
  • Organising independent Superannuation audits

Superannuation for Employers

The Accountants at BWR Accountants & Advisers are also experienced at assisting employers with their superannuation obligations to employees.

 

 

 

 

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Forbes
36 Templar Street
PO BOX 837, Forbes NSW 2871
(02) 6852 1855, f (02) 6852 4198     
info@bwraccountants.com.au
Parkes Stay Connected:
136 Clarinda Street  
PO BOX 94, Parkes NSW 2870
(02) 6862 1444, f (02) 6862 4825     
info@bwraccountants.com.au

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