Superannuation Planning

Effective superannuation planning is essential to ensure you receive the greatest benefit from your fund and investments. Armstrong Dubois can provide advisory, administration and management services for self managed superannuation funds (SMSF), and offer practical advice on investment strategies, evaluation of retail funds and planning services to assist your overall financial goals. We provide a personalised approach, working with you to develop a tailored superannuation, investment and financial management strategy to realise your retirement aims.

Self Managed Superannuation Funds

With personal control over investment decisions and contribution/pension strategies, self managed superannuation funds (SMSF) offers flexibility in the structure of the fund and its benefits, and can assist in delivering wealth creation and a comfortable retirement. Armstrong Dubois can assist with the establishment of the fund, calculate optimal contributions, provide administration services and advice on taxation benefits. We are also able to offer independent audit of funds, providing practical information on the performance of your fund. Services provided for SMSF’s include:

• Establishment of Self Managed Superannuation Funds

• Planning and calculation of superannuation contributions

• Pension fund establishment

• Assisting with fund administration and financial statements

• Preparation of accounts and members records

• Preparation and lodgement of fund tax returns and regulatory returns

• Advice on taxation benefits and pension strategies

• Compliance advisory

• Advice on in-house asset rules and sole purpose test

• Limited recourse borrowing in super

• Independent audit of fund

Investment Strategies and Superannuation Planning

Armstrong Dubois can assist in the development of effective superannuation strategies and provide reliable investment planning services. We can fulfil an advisory role to fund trustees and members, develop tailored approaches for salary sacrifice, pension and retirement and advise on structuring your investments to help achieve your overall financial plan. Services provided include:

• Strategic planning of contributions and benefits

• Tax minimization planning

• Capital growth investments

• Salary sacrifice & pension strategies

• Employer obligation advisory

• Fund trustee advisory

• Member advisory

• Member retirement and estate planning

• Large fund compliance

To discuss your individual needs please contact Armstrong Dubois:

Telephone: (+61 3) 9695 5500