Strategic SMSF Financial Solutions
Superannuation has evolved into a complex and heavily regulated area and technical and compliance related issues will arise in all but the simplest clients.
Superannuation Support Pty Ltd, following demand from accountants for assistance in dealing with ever-changing raft of compliance requirements, offer on a retainer or contract basis, or on an adhoc basis, technical and compliance advice relating to issues arising across your client base.
For example, issues include but are not limited to RBLs, excess benefits, pension design and payment, in-house assets and acquisition of assets.
Jake Spakman, a principal of Superannuation Support Pty Ltd with over 25 years industry experience provides this service. Jake is an accountant, business consultant and accredited SMSF Specialist Advisor® http://www.spaa.asn.au, and is licensed to provide superannuation advice. As an accountant and business consultant Jake is able to provide comprehensive taxation and business advice.
Our strategic solutions fall into two distinct areas:
1. Strategic Superannuation Solutions
Compliance Consulting
- Ensuring superannuation funds meet the ever-changing raft of regulatory requirements
- Tax planning
- CGT rollover strategies
- Superannuation and Divorce
- Contributions strategies including contributions splitting
- Reserving Strategies
- ETP documentation
- Technical Advice - Superannuation Support Pty Ltd also advises on maintaining compliance with the Australian Taxation Office (ATO) as well as the Australian Prudential Regulatory Authority (APRA), and the Australian Securities and Investment Corporation (ASIC)
2. Strategic Retirement and Estate Planning Solutions
The retirement phase of people’s lives is fundamentally different from anything leading up to retirement and can be daunting. Superannuation Support Pty Ltd is a retirement planning specialist and can help you to design and meet your retirement and estate planning objectives from your superannuation perspective.
Superannuation Support’s experience has shown there are three distinct phases in strategic retirement planning.
The first is the accumulation phase, in which the focus is on strategies to accumulate assets for retirement.
The second is the retirement phase, in which the focus is on strategies to optimise pension and investment structures and financial outcomes.
And the third is the estate planning phase, which focuses on ways to protect assets and derive optimal financial outcomes for intended beneficiaries.
Failure to design an effective estate plan can lead to reduced wealth being passed to beneficiaries, subsequent loss of that wealth to unintended beneficiaries, or unnecessary taxation liabilities.
Superannuation Support Pty Ltd provides the following retirement and estate planning services:
- Design and Implementation of Income Streams
- Optimising Pension and Investment Structures
- RBL planning
- CGT rollover strategies
- Maximising Centerlink eligibility
- Taxation advice for retirement and your estate
- Protection of assets and ensuring distribution of assets and financial outcomes are optimised for beneficiaries
Some of the estate planning services are provided in conjunction with specialist estate planning legal practitioners.
Superannuation Support Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd exclusively for providing Superannuation and SMSF advice. We do not provide financial planning advice.
A.B.N. 90 496 609 005
Authorised Representative
Representative Number 299886
Lonsdale Financial Group Ltd
Ground Floor, Suite 4, 24 Albert Road
SOUTH MELBOURNE VIC 3205
Ph: 1300 762 663
Email: jake@supersupport.com.au
Fax: 03 8256 0117
Mobile: 0402 340 561
Lonsdale Financial Group Limited
A.B.N. 76 006 637 225
Australian Financial Services Licensee & Life Insurance Broker
Licence Number 246934
level 21, 500 collins street
melbourne, vic, 3000