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Superannuation, Retirement & Estate Planning

Superannuation, Retirement & Estate Planning

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:

Establishment of Self-Managed Superannuation Fund

Management of your SMSF and Retirement Strategies

SMSF Administration – Preparation of Tax Return & Accounts for your fund

SMSF Administration – Preparation of Tax Return & Accounts for your fund

Minimum / Maximum Pensions Requirements & any relevant Legislative Changes

Assistance to trustees with their obligations and responsibilities

Estate planning for retirement by developing a strategy to deal with your assets after you die (during your lifetime) using various legal instruments and structures

Binding Death Benefit Nominations

Ensuring you have a valid will in place (and it does what you want it to do)

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.

We can also assist with Taxation & Compliance, Investment & Tax Planning, and when you are preparing for Selling a Business & Succession Planning.

Contact us today to arrange an appointment.

Browse more of our services

Selling a Business & Succession Planning

Selling your business can be a challenging task, so it's important to get it right. Oak Business Partners can also create estate planning strategies to suit your individual needs and wishes.

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Investment & Tax Planning

The Oak Business Partners can help implement strategies that will bring you closer to your financial goals and objectives with sound investments and tax planning.

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Starting or Buying a Business

Starting or buying a business is an extremely exciting step but it can also be a tricky and complex process; Oak Business Partners can help.

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‘’Art was very professional, honest and to the point about our current financial situation. He actioned everything with great efficiency. We would recommend Art for anyone looking for advice, thank you for making the whole process easy.‘’

- D Smith

"Oak Business Partners takes the time to understand your wants and needs, we couldn’t be happier with the outcome."

- M & S O'Connell

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