Superannuation


 

Stannards provides an efficient and cost effective approach to all the necessary compliance requirements of Superannuation funds.

 
 

Following recent legislative changes, ASIC restricts accountants providing personal product advice regarding SMSFs to clients. At Stannards, we work closely with externally licensed wealth advisors where clients require financial planning advice across:

  • Fund Establishment

  • Administration of SMSFs

  • SMSF Taxation

  • SMSF Audits

  • Trustee company initiation

  • Pension establishment and transition to retirement strategies

  • Variations of SMSF trust deeds

  • Borrowing strategies

  • Tax effective strategies to minimise tax

  • Estate Planning