Superannuation
The Government now encourages Australians to take responsibility for their financial retirement goals and therefore requires you to grasp the complexity associated with superannuation funds. Self-managed superannuation is a means of saving for retirement that enables you to control your investment strategy, reduce tax while obtaining tax benefits and control administration costs.
Superannuation law is a delicate area and personalised planning is required. The team at CP are superannuation experts able to assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
Self Managed Super Funds
There are several trust laws and legislative requirements associated with establishing a self-managed superannuation fund (SMSF). Typically you need to:
- Obtain a trust deed
- Appoint trustees
- Sign a trustee declaration (NAT 71089)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At CP we provide the professional advice you need to set up your own fund and greatly simplify the process for you.
Insurance
Insurance is all about managing risk - as the old saying goes, 'better safe than sorry'. While none of us expect the worst, it is important to be prepared to protect yourself against financial hardship. Getting the right level of insurance cover can provide valuable protection against a range of consequences that are hard to foresee such as sickness, accident, theft or natural disaster. We can help cater for all your insurance needs including:
- Business & Personal Insurance
- Life & Trauma Insurance
- Income protection insurance
- Audit Insurance
