Superannuation Services

SUPERANNUATION ADMINISTRATION SERVICES

Are you aware of all the benefits of a Self-Managed Super Fund (SMSF)?

Is an SMSF relevant to you and/or your business?

We can help you meet all your superannuation obligations, work with you to make sure it is relevant, that you experience the benefits of having a SMSF, and that it operates transparently, within compliance and is hassle free.

• Superannuation contribution and tax implications
  We will make sure you are aware of your superfund contributions and their tax implications.
• Self-Managed Super Funds (SMSF)
  We can prepare SMSF reports as required and carry out mandatory independent audits.
• Superannuation guarantee charge
  Talk to us to determine the level of superannuation contributions to provide your employees.
• Superannuation member statements
  We provide comprehensible statements of your employee’s superfund benefits
• Default Superannuation services
  When employees come and go the management of compulsory superannuation payments can be confusing. To be in compliance you may need a default superannuation account. Drop us a line today for a free, no obligation chat.

CVW Accounting have the relevant, up-to-date software to manage SMSF and the continuing legislation changes that occur.

Did you know, as an employee, you can query your superannuation payments up to 20 years after completion of employment?

RETIREMENT SERVICES / PLANNING FOR THE FUTURE

Kids moved out? Lucky you, but it might be time to think about your retirement and pensions.

Give us a call today to discuss future retirement and pensions.

• Retirement & pensions

SUPERANNUATION RISK MANAGEMENT

What is your plan for the legacy of your superfund?

If you are over the age of 55 and wish to begin transitioning your superfund collections give us a call.

CVW Accounting Superannuation services include;

• Binding Death Nominations
  Your Will doesn’t cover your superannuation assets which is why a binding death nomination is important. It details where you wish your superannuation assets to be paid upon your death. This applied for all superannuation funds. For more details contact us for a chat.

• Transition Planning
  This involves creating a step by step plan and process that is a gradual movement toward retirement, e.g. working 3days a week, instead of five. We work with you to generate this plan for retirement.

Contact us today for a friendly no obligation chat.

CVW Group Holdings Pty Ltd (ASIC Authorised Representative 1257808) ABN 24 122 046 164 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence number 409361

Stephen Vining is a Limited Authorised Representative 1257806 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence number 409361

www.meritwealth.com.au | Privacy Statement | Financial Services Guide