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Superannuation Services

After the family home, superannuation is the second largest asset of many Australians. Through superannuation, you save and invest money during your working life to fund your retirement. More and more people are realising that they can take control of this very important investment through the use of Self Managed Superannuation Funds (SMSF). The team at Woollett Partners, together with our network of superannuation and financial planning experts, can help you navigate the complex waters of superannuation planning and self managed funds.

Benefits of SMSF

  • Freedom of investment choice - you decide how and where to invest your superannuation funds for the best returns. This can unlock the door to investment options not currently available, such as property, fixed interest, direct shares, wholesale managed funds, derivatives & alternative investments.

  • Maximum tax payable on contributions & earnings in a SMSF is 15% (providing the fund complies with regulations).

  • Imputation credits on dividends received can reduce the overall tax to be paid, excess credits are refundable.

  • SMSF can invest up to 100% in business real property (family business premises owned by members)supported by impartial and in-depth advice.

  • Earnings in the pension phase (eg. allocated pension) are not taxable

  • On retirement, assets can be rolled over into the pension phase & any capital gains on these assets will have 0% tax.

 

Our services include:

  • Establishing SMSFs

  • Preparation of financial statements, income tax returns and regulatory returns

  • Arranging audits of SMSFs

  • Taxation structuring and advice

  • Asset protection

  • SMSF rules and regulations

  

 

 
 

Liability limited by a scheme approved under Professional Standards Legislation.