Superannuation funds can be managed by a public superannuation fund trustee or you can manage the fund yourself in the form of a self-managed superannuation fund. Self-managed superannuation funds give the opportunity to acquire investments of personal choice (subject to certain restrictions by the Australian Taxation Office) so that people can be in control of their investments, investment returns and inevitably their retirements funds when they retire.
Cross, Sinclair and Novotny specialises in the area of self-managed superannuation fund compliance. We keep abreast of the requirements of the ATO and regulatory bodies.
We can add value to your public superannuation by discussing the fund performance along with taxation strategies that may be implemented to maximise returns.
Cross Sinclair & Novotny does not provide financial advice in relation to investments however we are affiliated with financial planners should such advice be required.
Cross, Sinclair & Novotny can prepare the compliance requirements of the ATO including self-managed superannuation fund financial statements, member statements, preparing information for Centrelink pension claims and of course the annual income tax returns.
Our clients include a range of self-managed superannuation funds that invest in property, cash, shares, managed funds, artwork, foreign assets and all kinds of investments.
Superannuation can provide a range of tax concessions and savings. From the initial contribution into the superannuation fund, transition to retirement strategies in addition to tax exemptions in pension phases. Getting superannuation correct can boost returns and save tax. At Cross, Sinclair & Novotny we provide advice in this area to ensure than your tax savings are maximised and the funds are available for you in your retirement.
Cross Sinclair & Novotny offer advice in relation to whether a self-managed superannuation fund is right. Don’t miss out on an opportunity to secure your own investments and retirement. Talk to one of trusted advisors to assist you in planning for your retirement.
Talk to us to find out how we can help.
Suite EB1, 32 Endeavour Road
Hillarys WA 6025
ABN: 37 066 358 889