Self Managed Superannuation
Superannuation is one of gpl Solutions’ key specialisations. Our experience covers all segments of the industry: large fund compliance, self-managed funds, administration, employer obligations, member retirement planning and estate planning.
We provide advice and services in the following areas:
- Establishment of your Self Managed Superannuation Fund (SMSF)
- SMSF administration
- Preparation of financial accounts
- Superannuation Fund audits
- Income tax preparation and lodgement
- Trust Deed reviews
- Taxation provisions applying to Superannuation Contributions, Earnings and Eligible Termination Payments and Australian Taxation Office (ATO) Reporting
- Contribution strategies
- Investment strategies *
- Borrowing to invest *
- Investment restrictions for Super Funds
- Retirement and Redundancy strategies *
- Pension strategies, and pension documents and calculations *
- Estate Planning strategies *
- CGT Rollover strategies
- Advice regarding compliance issues and assistance with legislative changes
* Financial planning services provided as an authorised representative of Count Financial Limited. ABN 19 001 974 625, AFSL No. 227232