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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) provides many benefits over a retail or industry fund. It offers more choice and control over your investment strategy, flexibility in the structure and timing of your tax obligations, as well as the ability to borrow. 

Superannuation law is complex and personalised planning is required for each individual. The laws governing advice on SMSFs changed on 1 July 2016, accountants now need to be licensed under an AFSL to provide advice on SMSF products. To ensure full compliance under the new regime, BWR has acquired Limited Licences with Merit Wealth so that we can continue to provide the right tailored advice for your needs. 

At BWR Accountants & Advisers, we are passionate about superannuation. We can assist in establishing a superannuation fund that will allow you to reach your goals effectively, and oversee its on-going administration so you can reap the benefits and take control of your future.

Services we offer include:

  • Establishment of Self-Managed Superannuation Funds
  • Superannuation audits
  • Advice concerning compliance matters
  • Advice concerning taxation benefits

Read more about SMSFs.


Super for Business Owners

Our team can offer advice on your employer obligations.

 

 

 


   

Cathy Williams
(ASIC No. 1247127)
is a Limited Authorised Representative
of Merit Wealth Pty Ltd, 
ABN 89 125 557 002,
AFSL 409361
Financial Services Guide

  Brett Slack-Smith
(ASIC No. 1247116)
is a Limited Authorised Representative
of Merit Wealth Pty Ltd, 
ABN 89 125 557 002,
AFSL 409361
Financial Services Guide



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36 Templar Street

PO BOX 837, Forbes NSW 2871

t (02) 6852 1855, f (02) 6852 4198

info@bwraccountants.com.au

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136 Clarinda Street

PO BOX 94, Parkes NSW 2870

t (02) 6862 1444, f (02) 6862 4825

info@bwraccountants.com.au

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