DFK Benjamin King Money have a team of SMSF specialists, with years of experience in the industry. 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.
Annual compliance
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.
Pension administration
We help people choosing to take pensions from their superannuation funds by preparing all the necessary paperwork.
Estate planning
We work closely with client’s lawyers to assist in the development of an estate plan.
Retirement planning
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.
Superannuation strategies
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.
