Superannuation solutions covered
Unlike many firms our size, we’ve been building our skills and experience in the area of superannuation for well over 40 years.
Self-Managed Superannuation Funds
We help with self-managed superannuation funds (SMSFs). These funds have many advantages over large retail or industry-specific options. Some advantages include:
- Increased control and flexibility in investment choices and asset selection
- Tailored management of tax on investment income and capital gains.
DFK Benjamin King Money helps clients with their SMSFs in each of the accumulation, retirement and estate planning phases. We design, establish and offer strategies for running effective funds.
Are you a trustee needing help with regulatory or compliance matters? We can help. Our expertise in all technical compliance matters and our experience with the ATO makes us well qualified to assist.
Our services include:
- Preparation of financial statements, income tax and regulatory returns
- Audit of your SMSF
- Preparation and lodgement of Activity Statements.
We help people choosing to take pensions from their superannuation funds by preparing all the necessary paperwork.
We work closely with client’s lawyers to assist in the development of an estate plan.
Through our relationship with BKM Financial Services, we can assist you in preparing the optimum retirement plan. The plan takes into account your personal, family and estate planning goals.
We give practical advice on the most effective superannuation strategies for clients. By taking into account tax strategies, we help clients holistically consider their overall position for business, investments and retirement planning.