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The growth in the superannuation industry in recent years has been phenomenal and for many retirement assets are increasingly becoming a substantial proportion of their wealth.
In recognition of this, Lawler Partners has established a specialised Superannuation Division that offers expertise in the following areas:
- Administration of Self Managed Superannuation Funds.
- Audit of Self Managed Superannuation Funds.
- Superannuation Taxation.
- Utilising Superannuation to Minimise Tax.
- Assessment of the Viability of Proposed Superannuation Investments.
- The Tax Effective Shift of Wealth into Superannuation.
- CGT Small Business Retirement Concessions.
- Tax Effective Retirement Strategies.
- Commencement and Administration of Allocated, Term Allocated and Complying Pensions.
- Reasonable Benefit Limit Planning.
- Salary Sacrificing.
- Withdrawal & Re-contribution Strategies.
- Estate Planning.
- Trustee Assistance - Rectifying Compliance Breaches.
- Trustee Assistance - Funds with Multiple Outstanding Returns.
Lawler Partners has identified a need within the marketplace for specialised superannuation advice by DIY investors who operate their own Self Managed Superannuation Funds.
Many people establish a Self Managed Superannuation Fund to gain greater control over their investment decisions and/or purchase business property assets. As a result, they are quite reluctant to utilise a financial planner for superannuation and retirement structuring advice.
The Lawler Partners Superannuation Division is not linked to a Managed Fund provider and is well placed to respond to this need.
The mandate of the division is to provide professional superannuation advice that empowers the DIY investor to plan and manage their own superannuation throughout the accumulation and retirement phases.
Please contact Steve Meyn if you feel that our expertise can be of assistance to you. Email Steve
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