Achieve and Maintain A Comfortable Level of Retirement

Lead Partners Private Wealth

About Our Self Managed Super Fund Advisory

Effective superannuation strategies are essential to achieving and maintaining a comfortable level of retirement. Our team at Lead Partners have a wealth of experience in Superannuation, in particular with
Self-Managed Superannuation Funds (SMSFs).

Explore our services below to find out what our team can do for you:

Self Managed funds

  • Establishing a Self Managed Super Fund (SMSF)
  • Establishing Limited Recourse Borrowing Arrangements
  • Structuring advice using self managed super funds
  • Assist in navigating complex legislative framework
  • SMSF compliance reviews & advice
  • Preparing annual financial statements
  • Preparing annual return for lodgement
  • Maintaining accounting & investment records
  • 24/7 online access to your SMSF transactions through BGL Engage
  • Managing quarterly taxation obligations (where required)

Structuring & Strategy advice

  • Structuring advice fit for compliance purposes
  • Maximise your retirement savings through the implementation of intelligent strategies to boost contributions
  • Help increase the tax effectiveness of your retirement plan
  • Assisting trustees undertake transactions when required

Retirement & estate planning

  • Taxation of pension and lump sum benefits
  • Taxation of funds, before and after retirement
  • Assistance with implementation of pension strategies

be part of our success.
Contact us today.

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