With an ageing population (and the unprecedented political clout of the ‘baby boomers’ generation), successive governments have ensured Superannuation is extremely attractive.

But whilst superannuation is tax effective, it is also extremely complicated.  At Hoffman Kelly we can help you navigate the superannuation environment including:

  • Establishment of an SMSF
  • Preparation of annual financial statements and tax returns
  • Arranging the independent audit of the SMSF
  • The limits on annual contributions levels (both concessional and non concessional)
  • The pensions & withdrawals allowed and required
  • All tax aspects of an SMSF.

Contact us now to see how we can help?

We are pleased to offer an initial (no obligation) consultation in which we review existing structures & processes and provide recommendations to enhance and optimise tax outcomes, asset protection