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Superannuation

Super Advice and Strategy

The complexity of Australia's superannuation system demands expert super advice in order to maximise tax advantages to prepare for retirement. Positive Outlook Accounting can assist you in navigating the multitude of options that are available such as retail and industry super funds or developing SMSF strategies.

Our superannuation consultants have a background in financial planning and accountancy, allowing them to provide independent super advice. Through an appraisal of your current circumstances, Positive Outlook Accounting can review whether SMSF strategies may be right for you, recommend whether you change into an industry super fund or roll over into an alternative.

For tailored superannuation advice please contact Positive Outlook Accounting today on (03) 5973 5322

Superannuation Strategies and Retirement Planning

Positive Outlook Accounting specialises in developing superannuation strategies with multiple benefits – such as tax effectiveness and access to disability protection insurance.

We pride ourselves on offering clear explanations to inform a consistent understanding of your superannuation choices before you make a decision.

If you are interested in SMSF strategies it is important to consider the differences between self-managed super funds and retail or industry super funds with regards to flexibility of investment choice, tax efficiency and regulatory control.

Many Australians are unaware that you do not have to retire in order to withdraw superannuation benefits from the Transition to Retirement Pension (TRIP). With the right super advice, you may be able to access TRIP strategies such as salary sacrifice.

SMSF Strategies

Self-managed superannuation is recognised as the most tax effective investment vehicles in Australia. SMSF strategies can be geared towards wealth generation, estate planning and investment.

Positive Outlook Accounting can assist in all aspects of self-managed super including the establishment, audit and compliance of your SMSF structure and lodging annual tax returns.

We undertake an appraisal of your existing superannuation arrangements to determine the suitability of a SMSF and then offer independent super advice on the best structure to meet your needs. Although SMSF strategies are the fastest growing type of super fund in Australia, by appraising your current situation and future requirements we may recommend other options - such as industry super funds - as being more appropriate.

For tailored superannuation advice please contact Positive Outlook Accounting today on (03) 5973 5322

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