SMSF, Retirement & Succession Planning

SMSF, Retirement & Succession Planning

With changes in superannuation over recent years, many people are enjoying the benefits from operating their own self-managed super fund (SMSF).

We can assist you and ensure you comply with the complex rules for the operation of your SMSF. We also guide you with strategic plans to take advantage of tax concessions to grow a nest egg to meet your income requirements in retirement.

For many small business owners, your SMSF forms a crucial element of ultimately leaving your business either by sale or to the next generation or even key staff members.

The diligent, motivated and skilled team at Compass Business Accountants can assist you with your SMSF, Retirement and Succession Planning. Contact us today so you can prosper from our knowledge and experience on this journey.

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Compass Business Accountants Pty Ltd (ASIC No. 37504) ABN 97 338 140 161 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Mark Callaghan is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Jodie Wieting is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
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