Superannuation

The world is changing. The business environment and the needs of our clients are changing. Retirement savings are a significant asset. Governments are introducing and changing laws which affect you.

By responding to these challenges you can make effective retirement decisions. Weston Woodley & Robertson can assist you in establishment, implementation and ongoing administration of Self Managed Superannuation Funds.

Why is superannuation an essential retirement strategy?

People are living longer
Need to understand budgeting and cash flow needs in retirement
Buying and selling businesses
Business restructuring and corporate reorganisation
Transfer of generational wealth

Sole purpose is to fund your retirement
Strategic business advice
Accounting and taxation compliance
Transition to retirement
Succession planning

Why is it an important tax planning option?

Effective tax structuring
Capital gains tax advice
SMSF’s can borrow to invest
Protect your financial security

Managing and reviewing tax liabilities
Necessary for proper estate planning
Managing tax liabilities on death
Future well being of your family

Superannuation

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