Proactive Accounting & Financial Services financial planning specialist offers extensive expertise on maximising your choices in retirement through superannuation. We are Self Managed Super Funds specialists.
Whether it be retiring early, or ensuring an independent lifestyle when you do stop work, our financial planning team will set you on a path to achieving your goals via superannuation.
Along with advising on Australian superannuation pensions our extensive range of financial planning services includes, comprehensive financial plans, personal risk insurance, tax planning, wealth creation and protection, gearing strategies, setting up Self Managed Superannuation Funds.
Speak to us about how much superannuation you require to meet your retirement objectives.
Our tax and financial planning experts can demonstrate how to minimise your tax bill through investing in superannuation, how to gain greater performance from your current super and how to gain greater control over your superannuation assets. We provide a holistic retirement planning service that is tailored to every client’s unique situation.
Our financial planning team’s integral role with Proactive Accounting & Financial Services enable us to discuss the range of superannuation strategies available to reach your retirement goals on (07) 5539 4143.
SMSF’s have become quite popular with many deciding to take control of their own investments in their superannuation funds. The legal responsibilities are onerous on Trustees and there is a need for expert advice on the administration of their funds, both with preparation of financial reports and also avoiding inadvertently contravening complex regulations. Our principal, Alec Brandon, is recognised by CPA Australia as a specialist in this area, and is authorised to provide advice in SMSF's by Australian Unity Personal Financial Services Ltd. ASIC authorisation number is 1243899.
Phone our office on (07) 5539 4143 to set up an appointment to discuss your requirements in this area if you want to set up your own SMSF or need assistance with administration of your fund.
ASIC has strict licensing requirements for SMSF auditors with regard to experience, education and continuous professional development which we comply with.
Proactive Accounting & Financial Services conduct audits of Self Managed Superannuation Funds on behalf of Trustees who generate their own annual reports as well as for other accountants who perform the compilation on behalf of their clients.
Contact our office on (07) 5539 4143 if you need your SMSF audited.