SUPERANNUATION

Is your accountant licensed to provide advice in relation to superannuation?

Due to the complexities and ever changing landscape of superannuation the Australian Securities & Investments Commission prohibits accountants without a licence from providing superannuation advice.

 

BML Partners are a Corporate Authorised Representative (CAR #1246260) of SMSF Advisers Network Pty Ltd (AFSL 430062, ABN 64 155 907 681). Our Financial Services Guide can be downloaded here.

We have the knowledge and expertise to assist you in making decisions in line with your goals and objectives and to manage your superannuation in the most effective manner. Let BML Partners help you to maximise the funds available at retirement and ensure that your tax obligations are met.

KNOWLEDGE AND EXPERTISE IN THIS COMPLEX AREA

 ESTABLISHMENT OF SMSF's

A SMSF is not for everyone. We can advise whether one is right for you.

 

Our SMSF deeds are drafted by Brown Wright Stein Lawyers.

TAXATION & FINANCIAL REPORTING
 

We are registered tax agents and can prepare your Income Tax Returns and Business Activity Statements in conjunction with the end of year financial reports that are required by the auditor.

 SALE OF BUSINESS/
INVESTMENT

We provide advice in relation to the various tax concessions available in conjunction with superannuation.

 WINDING UP OF SMSF's

Is a SMSF no longer for you?

 

We can assist in the administrative tasks required to wind up your fund.

CONTRIBUTION STRATEGIES

It is crucial to understand the different types of contributions that are allowable and the rules that surrounding them.

Let us walk you through these to ensure you maximise the funds available at retirement.

TAX PLANNING

Tax planning is the art of employing smart strategies that postpone or minimize taxes through taking advantage of rebates, allowances and provisions.

 LIMITED RECOURSE BORROWING

 

You may  be eligible to use your superannuation as a deposit to purchase real property in your fund.

We can review your goals and objectives, age and funds balance and provide advice in this area.

ASSET CLASS INVESTMENT STRATEGIES

We can assist in the documenting of your asset class investment strategy.

WITHDRAWAL STRATEGIES & COMMENCING A PENSION

It is crucial to understand the different types of withdrawals that are allowable and the rules that surrounding them.

LOCATION

Suite 6, Level 1,

15-17 Forest Rd

Hurstville NSW 2220 

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PHONE/FAX

T: +61 2 9580 4055

F: +61 2 9588 2136

POSTAL

PO Box 609

Hurstville BC NSW 1481

EMAIL

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Advice in relation to Superannuation is provided under our limited licence from SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062. Please read our FSG.

Copyright © 2016 BML PARTNERS (ABN: 20 685 138 917)