At Austins Peters we aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business.
Superannuation
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at Messenger Murray Picello are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals. Our superannuation software is innovative and world class providing clients with the ability to connect in to their superfunds via an internet link and look at their funds on an updated day to day basis.
We can also provide advice on Borrowing for Self Managed Superannuation Funds for both residential and commercial properties.
Services we offer include:
- Establishing self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
Self Managed Superannuation Funds
There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:
- Obtain a trust deed
- Appoint trustees
- Sign a trustee declaration (NAT 71089)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At AustinsPeters we provide the professional advice you need to set up your own fund and greatly simplify the process for you.
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At AustinsPeters we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets — Valuations, inventories, and appraisals
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution