Services
Superannuation
Through Superannuation We are able to assist you to plan for your future and manage your compliance obligations.
Expert Superannuation Services
We are able to assist you to plan for your future and manage your compliance obligations through our various superannuation services including managing your Self-Managed Super Funds.
The Team at Acuity Financial Services are proud to offer expertise across a wide range of industries and services. We have a proven track record, along with being Chartered Accountants, ensuring your circumstances are catered for individually.
Superannuation for us holds a particular significance as forethought and strategic planning can play an integral role in wealth creation and succession planning.
We can assist clients with the following list of related superannuation services
- Attending to the establishment of a Self Managed Superannuation Fund (“SMSF”)
- Attending to the ongoing administration and taxation compliance matters that a SMSF must comply with in order to satisfy the various regulatory bodies.
- Assisting clients with determining the tax strategies of how and when they should utilize their maximum concessional and non-concessional contribution limits.
- Attending to the preparation of a cost benefit analysis to assist clients with determining the tax strategies of how and when they should commence a retirement income stream, whether it be a Transition to Retirement Income Stream (“TRIS”) or a normal allocated pension.
- Developing structures and strategies that will permit clients to invest in either related or unrelated direct or indirect property investments without breaching such rules as the in-house asset rule, the sole purpose test or the non-commercial incomeprovisions.
- Developing structures to facilitate the segregation of risk between a client’s superannuation assets and their other business and personal assets.
- Assisting clients who seek to have their SMSF borrow to acquire assets pursuant to the limited recourse borrowing arrangements, including facilitating the establishment of the bare trust deed, liaising with the lender, determining and facilitating the appropriate strategy for the members equity contributions and attending to the preparation of the supporting documentation to comply with the auditors’ requirements
- Assisting clients to model the cash flow impact of limited recourse borrowing arrangements.
It is essential that you are investing tax-effectively into your superannuation account to ensure a comfortable retirement. Acuity Financial services specialised Superannuation team can assist you in securing your financial future to ensure you are well-positioned to meet your retirement goals.
We cover a range of services including:
- SMSF Strategy & Advice
- SMSF compliance
- Technical & Tax Advice
- Quarterly Reporting Service/
