As an AR of SAN, we can provide advice on Superannuation, including Self-Managed Superannuation Funds (SMSFs).
We can provide the following advice to you:
Establishment of SMSFs
Contribution strategies (amounts, types, withdrawal and recontribution)
Pension strategies (account based and transition to retirement)
Transfer of business real property into superannuation
Withdrawals, commutations and death benefit payments
Limited Recourse Borrowing Arrangements
Provision of an asset class investment strategy (based on an assessment of your risk profile)
Winding up of SMSFs
For advice relating to insurance or investments, we have a network of like-minded professionals we can refer you to.
(03) 9899 6164
