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Planning for your retirement, considering your Superannuation needs into the future and Estate Planning are topics which are often overlooked or neglected as they tend to be things we only consider towards the end of our working lives or when winding down in business. These are things that may be on the horizon but if used or considered as part of your overall succession plan for your business or managing your investments into retirement it can become an effective tool.
The Oak Business Partners’ team along with their trusted advisors can help you structure your superannuation, set up and run your own SMSF (Self-Managed Superannuation Fund) and plan for your retirement in an efficient and tax effective manner.
How we can help:
Superannuation, SMSF and retirement planning packages are available as either a one-off annual fee or monthly administration arrangement with monthly reporting and access to an online platform where you can keep an eye on your investments, minimum and maximum pension limits, contribution caps etc. Please contact our team to learn more.
Please note: We can also provide Wholesale Administration services for Smaller Accounting Firms who may have limited resources or knowledge in dealing with SMSF’s as well as Financial Advisors who require reporting for clients with investments they manage.
Contact us today to arrange an appointment.