Superannuation
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 team 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 Transition to Retirement and Account Based Pensions.
- SMSF Borrowing Strategies.
- Salary Sacrificing.
- Withdrawal & Re-contribution Strategies.
- SMSF and overall Estate Planning Strategies.
- 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 may be reluctant to utilise the services of a financial planner for their superannuation and retirement structuring advice.
The Lawler Partners Superannuation team is not owned by or associated with any financial institution. Accordingly, our advice is based around strategy rather than products.
The mandate of the division is to provide professional superannuation advice that empowers the DIY investor to plan and manage their own superannuation throughout both the accumulation and retirement phases.
Please contact Mark Geldens if you feel that our expertise can be of assistance to you. Email Mark
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