Superannuation & Self Managed Super Funds

Superannuation is vehicle to fund yourself in retirement. As time goes by the rules around superannuation and accessing the aged pension have continued to change. Cross, Sinclair & Novotny are experienced in providing accounting services, advice and tax strategies in relation to public or self-managed superannuation funds to help ensure that retirement funds are available to meet planned retirement needs.

Help to decide the right type of superannuation fund

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.

Our superannuation services

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.

Start planning early to secure the retirement you want

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.

About Cross Sinclair & Novotny

Cross Sinclair & Novotny provides a complete range of professional accounting and taxation services to all types of businesses, superannuation funds and individuals. With over 30 years’ experience in providing accounting and taxation services, Cross Sinclair & Novotny provides a personalised and professional service together with quality advice. Cross Sinclair & Novotny are based at Hillarys in the northern suburbs of Perth and provide services to surrounding suburbs including, Whitfords, Kallaroo, Sorrento, Padbury, Craigie, Mullaloo, Woodvale, Kingsley, Duncraig, Beldon, Heathridge and Ocean Reef through to Perth.

“In the 15 years as a client the team at Cross, Sinclair & Novotny have always provided us with an efficient, reliable and professional service, I would not hesitate to recommend them.”

Duro MargareticDirector, Luan Holdings Pty Ltd

“For over 20 years as a client Cross, Sinclair & Novotny have always met our lodgement obligations with the ATO whilst providing a professional and friendly service.”

Peter EvansDirector, Evco Eng Pty Ltd

“In working with the team at Cross, Sinclair & Novotny I have always appreciated their professionalism and practical approach to meeting my tax and business obligations. I am a very satisfied client and am happy to recommend their services to anyone.”

Don SmithDirector, Whitehall Securities Pty Ltd

Find out more

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