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

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