SuperannuationSuperannuation

Over recent years we have witnessed a significant rise in popularity of Self-Managed Superannuation Funds (SMSF’s) as superannuation has become a vital part of any retirement strategy. The expertise gained over many years of working with SMSF’s can be combined with our working knowledge of our client’s circumstances to implement the most appropriate structure for their needs.

Our SMSF services include:

  • Efficient, timely and cost effective preparation of annual financial reports
  • Tax return preparation
  • Tax planning services
  • SMSF and trustee formation
  • Preparation of Trustee documentation
  • Facilitation of SMSF borrowing arrangements
  • Actuary’s Report submission
  • Contracting and liaising with Independent Auditor
  • Commencement and commutation of pensions
  • Investment schedule maintenance
  • Advice on compliance matters

We do not provide specific investment product advice as we believe our strength lies in the implementation and ongoing maintenance of the most beneficial structure for our clients. We work closely with a number of stock brokers and financial planners and believe that this working relationship allows our clients to reap the benefits of having a professional SMSF adviser as well as specialist product investment advice. Importantly, this transparency also maintains our status as the trusted adviser of our clients, removing the potential for conflicts of interests.

Our SMSF staff undertake regular training to ensure that we remain at the forefront of our industry.

merit-wealth-logo

Barassi & Co Pty Limited (ASIC No. 407500)  ABN 21 006 456 300  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Adam Barassi (ASIC No. 238841) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au | Privacy Statement. | Link: FSG

 

 

Superannuation has an ever changing landscape and we work diligently to ensure that we have the requisite knowledge to implement and maintain the most effective structure for our clients.

Make an Appointment